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 | $56,494 | $84,518-33.2% | $67,704-16.6% | $125,388-54.9% |
| Participation rate | 92.9% | 74.8%+18.1pp | 67.5%+25.3pp | 83.2%+9.7pp |
| Annual return | -2.04% | 2.57%-4.6pp | 25.41%-27.4pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,612 | $3,292-51.0% | $2,559-37.0% | $4,866-66.9% |
| Participant deferral / active EE | $4,742 | $4,430+7.0% | $3,585+32.3% | $5,352-11.4% |
| Admin fee / account holder | $831 | $5,340-84.4% | $4,255-80.5% | $9,541-91.3% |