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 | $91,317 | $97,020-5.9% | $83,327+9.6% | $135,380-32.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.86% | 12.31%-16.2pp | 10.64%-14.5pp | 519.81%-523.7pp |
| Employer contribution / active EE | $1,759 | $4,144-57.5% | $3,379-47.9% | $4,779-63.2% |
| Participant deferral / active EE | $7,317 | $5,964+22.7% | $5,565+31.5% | $5,609+30.5% |
| Admin fee / account holder | $446 | $8,426-94.7% | $7,540-94.1% | $10,828-95.9% |