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 | $94,486 | $79,633+18.7% | $93,786+0.7% | $68,490+38.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 81.0%+19.0pp | 67.9%+32.1pp |
| Annual return | -12.60% | -0.10%-12.5pp | -11.32%-1.3pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,527 | $3,665-58.3% | $4,328-64.7% | $2,597-41.2% |
| Participant deferral / active EE | $1,998 | $5,158-61.3% | $6,100-67.2% | $4,028-50.4% |
| Admin fee / account holder | $1,463 | $6,871-78.7% | $7,184-79.6% | $5,403-72.9% |