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 | $96,489 | $131,835-26.8% | $108,582-11.1% | $273,972-64.8% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.6%-1.8pp | 83.0%-5.2pp |
| Annual return | 9.04% | -91.57%+100.6pp | -51.70%+60.7pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,507 | $4,913-49.0% | $3,758-33.3% | $4,869-48.5% |
| Participant deferral / active EE | $4,219 | $5,127-17.7% | $4,311-2.1% | $5,287-20.2% |
| Admin fee / account holder | $1,426 | $10,253-86.1% | $7,645-81.3% | $10,133-85.9% |