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 | $92,219 | $92,2190% | $76,766+20.1% | $135,382-31.9% |
| Participation rate | 72.7% | 79.8%-7.0pp | 77.0%-4.2pp | 82.6%-9.9pp |
| Annual return | -5.92% | 5.46%-11.4pp | 2.43%-8.3pp | 519.77%-525.7pp |
| Employer contribution / active EE | $1,753 | $3,216-45.5% | $2,485-29.5% | $4,779-63.3% |
| Participant deferral / active EE | $4,595 | $4,508+1.9% | $3,851+19.3% | $5,609-18.1% |
| Admin fee / account holder | $1,817 | $10,749-83.1% | $6,675-72.8% | $10,829-83.2% |