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 | $47,897 | $52,678-9.1% | $75,784-36.8% | $59,633-19.7% |
| Participation rate | 88.2% | 67.2%+21.0pp | 75.8%+12.4pp | 68.7%+19.6pp |
| Annual return | -2.13% | 2.95%-5.1pp | 9.68%-11.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $4,608 | $2,193+110.1% | $3,323+38.6% | $2,203+109.2% |
| Participant deferral / active EE | $3,949 | $2,591+52.4% | $3,652+8.1% | $3,192+23.7% |
| Admin fee / account holder | $2,400 | $3,610-33.5% | $5,300-54.7% | $4,297-44.2% |