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 | $81,378 | $142,409-42.9% | $119,634-32.0% | $134,545-39.5% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -18.62% | -12.46%-6.2pp | -14.98%-3.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $4,495 | $5,224-14.0% | $4,232+6.2% | $4,742-5.2% |
| Participant deferral / active EE | $10,625 | $6,468+64.3% | $5,601+89.7% | $6,401+66.0% |
| Admin fee / account holder | $13,583 | $13,594-0.1% | $10,329+31.5% | $11,431+18.8% |