Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,768 | $46,697+105.1% | $117,529-18.5% | $68,490+39.8% |
| Participation rate | 81.0% | 56.8%+24.2pp | 70.6%+10.4pp | 67.9%+13.1pp |
| Annual return | -11.61% | -14.52%+2.9pp | 29.77%-41.4pp | -7.85%-3.8pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $8,268 | $2,637+213.5% | $4,072+103.0% | $4,028+105.3% |
| Admin fee / account holder | $1,020 | $4,023-74.6% | $5,645-81.9% | $5,403-81.1% |