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 | $80,349 | $59,819+34.3% | $79,583+1.0% | $68,490+17.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -16.93% | -12.30%-4.6pp | 0.16%-17.1pp | -7.85%-9.1pp |
| Employer contribution / active EE | $6,401 | $1,505+325.2% | $2,414+165.2% | $2,597+146.5% |
| Participant deferral / active EE | $6,861 | $3,025+126.8% | $3,986+72.1% | $4,028+70.3% |
| Admin fee / account holder | $2,853 | $4,835-41.0% | $6,835-58.3% | $5,403-47.2% |