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 | $35,910 | $87,544-59.0% | $75,784-52.6% | $125,388-71.4% |
| Participation rate | 87.0% | 80.2%+6.8pp | 75.8%+11.1pp | 83.2%+3.8pp |
| Annual return | -1.99% | 13.49%-15.5pp | 9.68%-11.7pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,281 | $3,930-42.0% | $3,323-31.4% | $4,866-53.1% |
| Participant deferral / active EE | $3,766 | $4,229-11.0% | $3,652+3.1% | $5,352-29.6% |
| Admin fee / account holder | $3,843 | $6,502-40.9% | $5,300-27.5% | $9,541-59.7% |