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 | $64,946 | $59,813+8.6% | $79,580-18.4% | $68,486-5.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 11.60% | -12.30%+23.9pp | 0.15%+11.4pp | -7.85%+19.5pp |
| Employer contribution / active EE | $4,914 | $1,505+226.5% | $2,413+103.6% | $2,597+89.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,016 | $4,835-58.3% | $6,835-70.5% | $5,404-62.7% |