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 | $32,442 | $77,817-58.3% | $123,553-73.7% | $64,173-49.4% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.3pp |
| Annual return | -7.89% | 12.49%-20.4pp | 119.21%-127.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $3,403 | $3,014+12.9% | $4,628-26.5% | $2,381+42.9% |
| Participant deferral / active EE | $3,434 | $5,240-34.5% | $6,426-46.6% | $3,470-1.0% |
| Admin fee / account holder | $773 | $5,519-86.0% | $9,284-91.7% | $4,887-84.2% |