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 | $62,043 | $64,729-4.1% | $112,263-44.7% | $68,490-9.4% |
| Participation rate | 84.2% | 67.2%+17.1pp | 75.1%+9.1pp | 67.9%+16.3pp |
| Annual return | -14.58% | -11.40%-3.2pp | 27.49%-42.1pp | -7.85%-6.7pp |
| Employer contribution / active EE | $2,258 | $2,746-17.8% | $3,636-37.9% | $2,597-13.0% |
| Participant deferral / active EE | $6,141 | $3,566+72.2% | $4,729+29.8% | $4,028+52.5% |
| Admin fee / account holder | $4,739 | $5,222-9.2% | $6,410-26.1% | $5,403-12.3% |