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 | $53,282 | $59,813-10.9% | $79,580-33.0% | $68,486-22.2% |
| Participation rate | 73.0% | 61.1%+11.9pp | 69.5%+3.5pp | 67.9%+5.1pp |
| Annual return | -18.24% | -12.30%-5.9pp | 0.15%-18.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $743 | $1,505-50.6% | $2,413-69.2% | $2,597-71.4% |
| Participant deferral / active EE | $4,245 | $3,024+40.4% | $3,985+6.5% | $4,028+5.4% |
| Admin fee / account holder | $2,257 | $4,835-53.3% | $6,835-67.0% | $5,404-58.2% |