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 | $53,292 | $81,870-34.9% | $119,634-55.5% | $68,490-22.2% |
| Participation rate | 98.5% | 71.9%+26.6pp | 79.3%+19.2pp | 67.9%+30.6pp |
| Annual return | -9.76% | -23.82%+14.1pp | -14.98%+5.2pp | -7.85%-1.9pp |
| Employer contribution / active EE | $1,617 | $2,692-39.9% | $4,232-61.8% | $2,597-37.7% |
| Participant deferral / active EE | $2,874 | $4,148-30.7% | $5,601-48.7% | $4,028-28.7% |
| Admin fee / account holder | $2,972 | $6,583-54.9% | $10,329-71.2% | $5,403-45.0% |