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 | $49,623 | $73,863-32.8% | $143,797-65.5% | $68,490-27.5% |
| Participation rate | 89.8% | 66.7%+23.1pp | 80.3%+9.5pp | 67.9%+21.9pp |
| Annual return | -11.54% | 0.91%-12.4pp | -0.04%-11.5pp | -7.85%-3.7pp |
| Employer contribution / active EE | $739 | $3,185-76.8% | $4,952-85.1% | $2,597-71.5% |
| Participant deferral / active EE | $3,753 | $3,385+10.9% | $5,638-33.4% | $4,028-6.8% |
| Admin fee / account holder | $2,177 | $5,756-62.2% | $14,679-85.2% | $5,403-59.7% |