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 | $31,165 | $54,380-42.7% | $68,509-54.5% | $59,633-47.7% |
| Participation rate | 87.0% | 70.2%+16.8pp | 74.7%+12.2pp | 68.7%+18.3pp |
| Annual return | -1.02% | 2.83%-3.9pp | 8.27%-9.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $861 | $1,539-44.0% | $2,278-62.2% | $2,203-60.9% |
| Participant deferral / active EE | $2,868 | $2,643+8.5% | $3,382-15.2% | $3,192-10.1% |
| Admin fee / account holder | $482 | $3,885-87.6% | $5,275-90.9% | $4,297-88.8% |