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 | $42,051 | $140,592-70.1% | $123,106-65.8% | $125,388-66.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.79% | 16.80%-18.6pp | 13.22%-15.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,703 | $6,041-38.7% | $5,151-28.1% | $4,866-23.9% |
| Participant deferral / active EE | $6,335 | $6,980-9.2% | $6,229+1.7% | $5,352+18.4% |
| Admin fee / account holder | $4,602 | $11,198-58.9% | $9,015-48.9% | $9,541-51.8% |