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 | $33,701 | $62,583-46.1% | $76,767-56.1% | $64,173-47.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -0.19% | -1.95%+1.8pp | 2.43%-2.6pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,960 | $1,832+7.0% | $2,485-21.1% | $2,381-17.7% |
| Participant deferral / active EE | $3,822 | $3,145+21.5% | $3,852-0.8% | $3,470+10.2% |
| Admin fee / account holder | $6,636 | $4,667+42.2% | $6,675-0.6% | $4,887+35.8% |