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 | $49,281 | $72,177-31.7% | $115,038-57.2% | $59,633-17.4% |
| Participation rate | 75.0% | 72.6%+2.4pp | 81.4%-6.4pp | 68.7%+6.3pp |
| Annual return | -2.12% | 12.02%-14.1pp | 26.14%-28.3pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $2,492 | $2,841-12.3% | $4,608-45.9% | $2,203+13.1% |
| Participant deferral / active EE | $4,551 | $4,783-4.9% | $6,026-24.5% | $3,192+42.6% |
| Admin fee / account holder | $1,218 | $4,927-75.3% | $8,175-85.1% | $4,297-71.7% |