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 | $51,746 | $127,386-59.4% | $115,037-55.0% | $125,388-58.7% |
| Participation rate | 81.3% | 84.2%-2.9pp | 81.4%-0.1pp | 83.2%-1.9pp |
| Annual return | -0.76% | 31.28%-32.0pp | 26.14%-26.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $4,999 | $5,166-3.2% | $4,608+8.5% | $4,866+2.7% |
| Participant deferral / active EE | $3,484 | $6,423-45.8% | $6,026-42.2% | $5,352-34.9% |
| Admin fee / account holder | $696 | $9,516-92.7% | $8,175-91.5% | $9,541-92.7% |