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 | $78,574 | $73,009+7.6% | $90,760-13.4% | $68,486+14.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -17.76% | -13.81%-3.9pp | -12.16%-5.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,990 | $2,193+36.4% | $2,922+2.4% | $2,597+15.2% |
| Participant deferral / active EE | $5,588 | $3,626+54.1% | $4,565+22.4% | $4,028+38.7% |
| Admin fee / account holder | $6,027 | $5,896+2.2% | $8,444-28.6% | $5,404+11.5% |