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 | $31,917 | $72,177-55.8% | $115,038-72.3% | $59,633-46.5% |
| Participation rate | 80.0% | 72.6%+7.4pp | 81.4%-1.4pp | 68.7%+11.3pp |
| Annual return | -0.82% | 12.02%-12.8pp | 26.14%-27.0pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $4,939 | $2,841+73.8% | $4,608+7.2% | $2,203+124.2% |
| Participant deferral / active EE | $13,012 | $4,783+172.1% | $6,026+115.9% | $3,192+307.7% |
| Admin fee / account holder | $1,574 | $4,927-68.1% | $8,175-80.8% | $4,297-63.4% |