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 | $26,974 | $62,583-56.9% | $76,767-64.9% | $64,173-58.0% |
| Participation rate | 94.6% | 72.8%+21.8pp | 77.0%+17.7pp | 69.6%+25.1pp |
| Annual return | -3.54% | -1.95%-1.6pp | 2.43%-6.0pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,676 | $1,832+100.6% | $2,485+47.9% | $2,381+54.4% |
| Participant deferral / active EE | $2,758 | $3,145-12.3% | $3,852-28.4% | $3,470-20.5% |
| Admin fee / account holder | $1,338 | $4,667-71.3% | $6,675-80.0% | $4,887-72.6% |