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 | $25,700 | $127,386-79.8% | $115,037-77.7% | $125,388-79.5% |
| Participation rate | 73.3% | 84.2%-10.8pp | 81.4%-8.0pp | 83.2%-9.9pp |
| Annual return | -1.20% | 31.28%-32.5pp | 26.14%-27.3pp | 282.24%-283.4pp |
| Employer contribution / active EE | $1,766 | $5,166-65.8% | $4,608-61.7% | $4,866-63.7% |
| Participant deferral / active EE | $4,790 | $6,423-25.4% | $6,026-20.5% | $5,352-10.5% |
| Admin fee / account holder | $715 | $9,516-92.5% | $8,175-91.3% | $9,541-92.5% |