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 | $149,367 | $62,589+138.6% | $76,768+94.6% | $64,173+132.8% |
| Participation rate | 72.4% | 72.8%-0.4pp | 77.0%-4.6pp | 69.6%+2.8pp |
| Annual return | -5.43% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,158 | $1,832-36.8% | $2,485-53.4% | $2,381-51.3% |
| Participant deferral / active EE | $7,997 | $3,145+154.3% | $3,852+107.6% | $3,470+130.5% |
| Admin fee / account holder | $735 | $4,667-84.2% | $6,675-89.0% | $4,887-85.0% |