Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,123 | $59,834-27.9% | $79,576-45.8% | $68,495-37.0% |
| Participation rate | 73.7% | 61.1%+12.6pp | 69.5%+4.2pp | 67.9%+5.8pp |
| Annual return | -15.36% | -12.30%-3.1pp | 0.15%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $4,264 | $1,505+183.3% | $2,413+76.7% | $2,596+64.2% |
| Participant deferral / active EE | $6,642 | $3,024+119.6% | $3,985+66.7% | $4,028+64.9% |
| Admin fee / account holder | $2,414 | $4,835-50.1% | $6,834-64.7% | $5,403-55.3% |