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 | $64,841 | $81,870-20.8% | $119,634-45.8% | $68,490-5.3% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -17.05% | -23.82%+6.8pp | -14.98%-2.1pp | -7.85%-9.2pp |
| Employer contribution / active EE | $4,403 | $2,692+63.6% | $4,232+4.0% | $2,597+69.6% |
| Participant deferral / active EE | $4,790 | $4,148+15.5% | $5,601-14.5% | $4,028+18.9% |
| Admin fee / account holder | $4,179 | $6,583-36.5% | $10,329-59.5% | $5,403-22.7% |