Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $72,926 | $64,729+12.7% | $112,263-35.0% | $68,490+6.5% |
| Participation rate | 83.0% | 67.2%+15.9pp | 75.1%+8.0pp | 67.9%+15.1pp |
| Annual return | -13.81% | -11.40%-2.4pp | 27.49%-41.3pp | -7.85%-6.0pp |
| Employer contribution / active EE | $2,595 | $2,746-5.5% | $3,636-28.6% | $2,597-0.1% |
| Participant deferral / active EE | $4,767 | $3,566+33.7% | $4,729+0.8% | $4,028+18.4% |
| Admin fee / account holder | $2,233 | $5,222-57.2% | $6,410-65.2% | $5,403-58.7% |