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 | $42,268 | $67,411-37.3% | $91,004-53.6% | $70,126-39.7% |
| Participation rate | 96.0% | 71.4%+24.6pp | 75.6%+20.4pp | 69.5%+26.5pp |
| Annual return | 14.63% | -40.16%+54.8pp | 4.60%+10.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $1,445 | $1,786-19.1% | $2,456-41.1% | $2,343-38.3% |
| Participant deferral / active EE | $3,854 | $2,823+36.5% | $3,548+8.6% | $3,332+15.7% |
| Admin fee / account holder | $1,185 | $4,236-72.0% | $5,417-78.1% | $4,645-74.5% |