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 | $41,481 | $49,280-15.8% | $67,313-38.4% | $64,181-35.4% |
| Participation rate | 92.3% | 60.8%+31.5pp | 69.1%+23.2pp | 69.6%+22.7pp |
| Annual return | -5.19% | -1.39%-3.8pp | -4.08%-1.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,829 | $1,668+9.6% | $2,566-28.7% | $2,381-23.2% |
| Participant deferral / active EE | $3,409 | $2,484+37.2% | $3,568-4.5% | $3,470-1.7% |
| Admin fee / account holder | $5,949 | $3,863+54.0% | $4,507+32.0% | $4,887+21.7% |