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 | $103,438 | $131,835-21.5% | $108,582-4.7% | $273,972-62.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.17% | -91.57%+94.7pp | -51.70%+54.9pp | 41.46%-38.3pp |
| Employer contribution / active EE | $1,090 | $4,913-77.8% | $3,758-71.0% | $4,869-77.6% |
| Participant deferral / active EE | $8,213 | $5,127+60.2% | $4,311+90.5% | $5,287+55.3% |
| Admin fee / account holder | $1,093 | $10,253-89.3% | $7,645-85.7% | $10,133-89.2% |