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 | $60,335 | $62,583-3.6% | $76,767-21.4% | $64,173-6.0% |
| Participation rate | 94.5% | 72.8%+21.7pp | 77.0%+17.6pp | 69.6%+25.0pp |
| Annual return | -5.13% | -1.95%-3.2pp | 2.43%-7.6pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,548 | $1,832-15.5% | $2,485-37.7% | $2,381-35.0% |
| Participant deferral / active EE | $7,963 | $3,145+153.2% | $3,852+106.8% | $3,470+129.5% |
| Admin fee / account holder | $3,786 | $4,667-18.9% | $6,675-43.3% | $4,887-22.5% |