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 | $63,753 | $113,941-44.0% | $94,229-32.3% | $125,389-49.2% |
| Participation rate | 83.3% | 82.9%+0.4pp | 78.8%+4.6pp | 83.2%+0.1pp |
| Annual return | -1.83% | 5.29%-7.1pp | 10.68%-12.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $889 | $4,727-81.2% | $3,587-75.2% | $4,866-81.7% |
| Participant deferral / active EE | $1,699 | $5,179-67.2% | $4,320-60.7% | $5,352-68.2% |
| Admin fee / account holder | $1,240 | $8,392-85.2% | $6,269-80.2% | $9,541-87.0% |