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 | $86,205 | $64,719+33.2% | $112,249-23.2% | $68,486+25.9% |
| Participation rate | 91.5% | 67.2%+24.4pp | 75.1%+16.5pp | 67.9%+23.6pp |
| Annual return | -17.73% | -11.40%-6.3pp | 27.48%-45.2pp | -7.85%-9.9pp |
| Employer contribution / active EE | $16,703 | $2,747+508.1% | $3,636+359.4% | $2,597+543.3% |
| Participant deferral / active EE | $2,550 | $3,565-28.5% | $4,729-46.1% | $4,028-36.7% |
| Admin fee / account holder | $5,014 | $5,232-4.2% | $6,412-21.8% | $5,404-7.2% |