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 | $67,392 | $113,941-40.9% | $94,228-28.5% | $125,388-46.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 2.03% | 5.29%-3.3pp | 10.68%-8.6pp | 282.24%-280.2pp |
| Employer contribution / active EE | $1,965 | $4,727-58.4% | $3,587-45.2% | $4,866-59.6% |
| Participant deferral / active EE | $5,690 | $5,179+9.9% | $4,320+31.7% | $5,352+6.3% |
| Admin fee / account holder | $10,973 | $8,392+30.8% | $6,269+75.0% | $9,541+15.0% |