Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $48,982 | $42,910+14.1% | $60,919-19.6% | $68,490-28.5% |
| Participation rate | 96.8% | 66.8%+30.0pp | 73.1%+23.7pp | 67.9%+28.9pp |
| Annual return | -15.69% | -13.99%-1.7pp | 16.96%-32.7pp | -7.85%-7.8pp |
| Employer contribution / active EE | $6,701 | $1,978+238.7% | $2,704+147.8% | $2,597+158.1% |
| Participant deferral / active EE | $5,097 | $2,866+77.9% | $3,814+33.6% | $4,028+26.6% |
| Admin fee / account holder | $7,903 | $3,104+154.6% | $3,228+144.9% | $5,403+46.3% |