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 | $37,595 | $72,404-48.1% | $110,243-65.9% | $64,173-41.4% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.1pp |
| Annual return | -4.91% | -6.29%+1.4pp | 314.76%-319.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,181 | $2,282-4.4% | $3,827-43.0% | $2,381-8.4% |
| Participant deferral / active EE | $3,940 | $3,469+13.6% | $4,672-15.7% | $3,470+13.5% |
| Admin fee / account holder | $542 | $5,664-90.4% | $8,548-93.7% | $4,887-88.9% |