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 | $93,361 | $77,817+20.0% | $123,553-24.4% | $64,173+45.5% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -2.91% | 12.49%-15.4pp | 119.21%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $7,088 | $3,014+135.2% | $4,628+53.1% | $2,381+197.7% |
| Participant deferral / active EE | $3,927 | $5,240-25.1% | $6,426-38.9% | $3,470+13.2% |
| Admin fee / account holder | $804 | $5,519-85.4% | $9,284-91.3% | $4,887-83.5% |