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 | $91,207 | $92,219-1.1% | $76,767+18.8% | $135,380-32.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.88% | 5.46%-11.3pp | 2.43%-8.3pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,704 | $3,216-47.0% | $2,485-31.4% | $4,779-64.4% |
| Participant deferral / active EE | $5,255 | $4,508+16.6% | $3,852+36.4% | $5,609-6.3% |
| Admin fee / account holder | $5,863 | $10,749-45.5% | $6,675-12.2% | $10,828-45.9% |