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 | $81,919 | $62,589+30.9% | $76,768+6.7% | $64,173+27.7% |
| Participation rate | 93.3% | 72.8%+20.5pp | 77.0%+16.4pp | 69.6%+23.8pp |
| Annual return | -7.21% | -1.95%-5.3pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,918 | $1,832+113.9% | $2,485+57.7% | $2,381+64.6% |
| Participant deferral / active EE | $3,608 | $3,145+14.7% | $3,852-6.3% | $3,470+4.0% |
| Admin fee / account holder | $956 | $4,667-79.5% | $6,675-85.7% | $4,887-80.4% |