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 | $30,647 | $64,729-52.7% | $112,263-72.7% | $68,490-55.3% |
| Participation rate | 95.1% | 67.2%+28.0pp | 75.1%+20.1pp | 67.9%+27.2pp |
| Annual return | -15.50% | -11.40%-4.1pp | 27.49%-43.0pp | -7.85%-7.6pp |
| Employer contribution / active EE | $2,497 | $2,746-9.1% | $3,636-31.3% | $2,597-3.8% |
| Participant deferral / active EE | $4,335 | $3,566+21.6% | $4,729-8.3% | $4,028+7.6% |
| Admin fee / account holder | $7,335 | $5,222+40.5% | $6,410+14.4% | $5,403+35.8% |