Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,429 | $45,872-9.7% | $77,096-46.3% | $68,486-39.5% |
| Participation rate | 89.3% | 55.9%+33.4pp | 67.9%+21.4pp | 67.9%+21.4pp |
| Annual return | -16.03% | 1.73%-17.8pp | 42.35%-58.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $4,103 | $1,650+148.8% | $2,814+45.8% | $2,597+58.0% |
| Participant deferral / active EE | $6,507 | $2,963+119.6% | $4,429+46.9% | $4,028+61.6% |
| Admin fee / account holder | $2,311 | $3,041-24.0% | $5,428-57.4% | $5,404-57.2% |