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 | $27,721 | $77,816-64.4% | $123,552-77.6% | $64,173-56.8% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -7.98% | 12.49%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,533 | $3,014-49.1% | $4,628-66.9% | $2,381-35.6% |
| Participant deferral / active EE | $4,562 | $5,240-12.9% | $6,426-29.0% | $3,470+31.5% |
| Admin fee / account holder | $1,791 | $5,519-67.6% | $9,285-80.7% | $4,887-63.4% |