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 | $97,398 | $81,870+19.0% | $119,634-18.6% | $68,490+42.2% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -15.10% | -23.82%+8.7pp | -14.98%-0.1pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,099 | $2,692-59.2% | $4,232-74.0% | $2,597-57.7% |
| Participant deferral / active EE | $8,615 | $4,148+107.7% | $5,601+53.8% | $4,028+113.9% |
| Admin fee / account holder | $9,750 | $6,583+48.1% | $10,329-5.6% | $5,403+80.5% |