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 | $136,065 | $110,083+23.6% | $151,639-10.3% | $68,486+98.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.53% | -10.12%-5.4pp | 3.34%-18.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $3,793 | $4,470-15.1% | $6,165-38.5% | $2,597+46.1% |
| Participant deferral / active EE | $9,237 | $6,526+41.5% | $8,363+10.4% | $4,028+129.3% |
| Admin fee / account holder | $4,205 | $7,718-45.5% | $11,613-63.8% | $5,404-22.2% |