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 | $64,652 | $73,863-12.5% | $143,797-55.0% | $68,490-5.6% |
| Participation rate | 81.0% | 66.7%+14.3pp | 80.3%+0.6pp | 67.9%+13.1pp |
| Annual return | -16.31% | 0.91%-17.2pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,319 | $3,185+35.6% | $4,952-12.8% | $2,597+66.3% |
| Participant deferral / active EE | $3,541 | $3,385+4.6% | $5,638-37.2% | $4,028-12.1% |
| Admin fee / account holder | $596 | $5,756-89.7% | $14,679-95.9% | $5,403-89.0% |