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 | $29,581 | $42,383-30.2% | $76,518-61.3% | $64,173-53.9% |
| Participation rate | 76.9% | 58.1%+18.8pp | 68.0%+8.9pp | 69.6%+7.4pp |
| Annual return | -4.86% | -16.54%+11.7pp | -0.27%-4.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $3,479 | $1,563+122.5% | $2,647+31.4% | $2,381+46.1% |
| Participant deferral / active EE | $3,479 | $2,566+35.6% | $3,836-9.3% | $3,470+0.3% |
| Admin fee / account holder | $3,732 | $3,198+16.7% | $4,849-23.0% | $4,887-23.6% |