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 | $32,944 | $77,816-57.7% | $123,552-73.3% | $64,173-48.7% |
| Participation rate | 79.6% | 74.7%+4.9pp | 82.3%-2.7pp | 69.6%+10.0pp |
| Annual return | -6.28% | 12.49%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,072 | $3,014-64.4% | $4,628-76.8% | $2,381-55.0% |
| Participant deferral / active EE | $3,843 | $5,240-26.7% | $6,426-40.2% | $3,470+10.8% |
| Admin fee / account holder | $1,736 | $5,519-68.5% | $9,285-81.3% | $4,887-64.5% |