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 | $99,635 | $87,546+13.8% | $75,784+31.5% | $125,389-20.5% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -0.20% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.4pp |
| Employer contribution / active EE | $1,902 | $3,930-51.6% | $3,323-42.8% | $4,866-60.9% |
| Participant deferral / active EE | $5,058 | $4,230+19.6% | $3,652+38.5% | $5,352-5.5% |
| Admin fee / account holder | $2,944 | $6,503-54.7% | $5,300-44.4% | $9,541-69.1% |