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 | $75,293 | $105,866-28.9% | $90,766-17.0% | $134,545-44.0% |
| Participation rate | 83.3% | 78.3%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -11.60% | -10.99%-0.6pp | -12.16%+0.6pp | 418.37%-430.0pp |
| Employer contribution / active EE | $1,513 | $3,464-56.3% | $2,922-48.2% | $4,742-68.1% |
| Participant deferral / active EE | $6,031 | $5,217+15.6% | $4,565+32.1% | $6,401-5.8% |
| Admin fee / account holder | $4,265 | $13,938-69.4% | $8,446-49.5% | $11,431-62.7% |