Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,590 | $64,719-57.4% | $112,249-75.4% | $68,486-59.7% |
| Participation rate | 92.3% | 67.2%+25.2pp | 75.1%+17.2pp | 67.9%+24.4pp |
| Annual return | -16.23% | -11.40%-4.8pp | 27.48%-43.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $2,455 | $2,747-10.6% | $3,636-32.5% | $2,597-5.4% |
| Participant deferral / active EE | $3,245 | $3,565-9.0% | $4,729-31.4% | $4,028-19.4% |
| Admin fee / account holder | $382 | $5,232-92.7% | $6,412-94.0% | $5,404-92.9% |