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 | $68,336 | $72,404-5.6% | $110,243-38.0% | $64,173+6.5% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.2pp |
| Annual return | -2.66% | -6.29%+3.6pp | 314.76%-317.4pp | 7.63%-10.3pp |
| Employer contribution / active EE | $2,040 | $2,282-10.6% | $3,827-46.7% | $2,381-14.3% |
| Participant deferral / active EE | $3,363 | $3,469-3.1% | $4,672-28.0% | $3,470-3.1% |
| Admin fee / account holder | $1,592 | $5,664-71.9% | $8,548-81.4% | $4,887-67.4% |