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 | $54,018 | $131,835-59.0% | $108,582-50.3% | $273,972-80.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.99% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,780 | $4,913-43.4% | $3,758-26.0% | $4,869-42.9% |
| Participant deferral / active EE | $4,122 | $5,127-19.6% | $4,311-4.4% | $5,287-22.0% |
| Admin fee / account holder | $1,412 | $10,253-86.2% | $7,645-81.5% | $10,133-86.1% |