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 | $107,161 | $64,729+65.6% | $112,263-4.5% | $68,490+56.5% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -15.39% | -11.40%-4.0pp | 27.49%-42.9pp | -7.85%-7.5pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,854 | $3,566+36.1% | $4,729+2.6% | $4,028+20.5% |
| Admin fee / account holder | $16,120 | $5,222+208.7% | $6,410+151.5% | $5,403+198.4% |