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 | $64,050 | $82,032-21.9% | $123,106-48.0% | $59,633+7.4% |
| Participation rate | 96.0% | 83.2%+12.8pp | 86.8%+9.2pp | 68.7%+27.3pp |
| Annual return | -0.26% | 5.12%-5.4pp | 13.22%-13.5pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $1,946 | $3,297-41.0% | $5,151-62.2% | $2,203-11.6% |
| Participant deferral / active EE | $2,230 | $4,667-52.2% | $6,229-64.2% | $3,192-30.1% |
| Admin fee / account holder | $16,307 | $5,881+177.3% | $9,015+80.9% | $4,297+279.5% |