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 | $80,616 | $100,805-20.0% | $86,698-7.0% | $134,532-40.1% |
| Participation rate | 73.7% | 79.0%-5.3pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -17.36% | 29.09%-46.5pp | 35.95%-53.3pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,126 | $3,490-67.7% | $2,837-60.3% | $4,741-76.2% |
| Participant deferral / active EE | $1,998 | $5,339-62.6% | $4,656-57.1% | $6,401-68.8% |
| Admin fee / account holder | $7,693 | $10,925-29.6% | $7,493+2.7% | $11,429-32.7% |