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 | $45,332 | $87,546-48.2% | $75,784-40.2% | $125,389-63.8% |
| Participation rate | 70.6% | 80.2%-9.6pp | 75.8%-5.2pp | 83.2%-12.6pp |
| Annual return | -2.70% | 13.49%-16.2pp | 9.68%-12.4pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,340 | $3,930-65.9% | $3,323-59.7% | $4,866-72.5% |
| Participant deferral / active EE | $4,043 | $4,230-4.4% | $3,652+10.7% | $5,352-24.4% |
| Admin fee / account holder | $332 | $6,503-94.9% | $5,300-93.7% | $9,541-96.5% |