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 | $56,516 | $81,870-31.0% | $119,622-52.8% | $68,486-17.5% |
| Participation rate | 81.4% | 71.9%+9.5pp | 79.3%+2.2pp | 67.9%+13.5pp |
| Annual return | -17.20% | -23.82%+6.6pp | -14.98%-2.2pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,274 | $4,148+51.2% | $5,601+12.0% | $4,028+55.8% |
| Admin fee / account holder | $1,813 | $6,583-72.5% | $10,328-82.4% | $5,404-66.4% |