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 | $81,092 | $131,835-38.5% | $108,582-25.3% | $273,972-70.4% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 7.33% | -91.57%+98.9pp | -51.70%+59.0pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,272 | $4,913-74.1% | $3,758-66.2% | $4,869-73.9% |
| Participant deferral / active EE | $4,928 | $5,127-3.9% | $4,311+14.3% | $5,287-6.8% |
| Admin fee / account holder | $460 | $10,253-95.5% | $7,645-94.0% | $10,133-95.5% |