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 | $53,576 | $87,544-38.8% | $75,784-29.3% | $125,388-57.3% |
| Participation rate | 90.9% | 80.2%+10.7pp | 75.8%+15.1pp | 83.2%+7.7pp |
| Annual return | -0.36% | 13.49%-13.8pp | 9.68%-10.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $2,776 | $3,930-29.4% | $3,323-16.5% | $4,866-42.9% |
| Participant deferral / active EE | $4,149 | $4,229-1.9% | $3,652+13.6% | $5,352-22.5% |
| Admin fee / account holder | $1,128 | $6,502-82.7% | $5,300-78.7% | $9,541-88.2% |