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 | $92,876 | $131,835-29.6% | $108,582-14.5% | $273,972-66.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.22% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $5,832 | $4,913+18.7% | $3,758+55.2% | $4,869+19.8% |
| Participant deferral / active EE | $9,146 | $5,127+78.4% | $4,311+112.1% | $5,287+73.0% |
| Admin fee / account holder | $3,697 | $10,253-63.9% | $7,645-51.6% | $10,133-63.5% |