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 | $103,666 | $167,533-38.1% | $151,645-31.6% | $134,545-23.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.94% | 7.81%-21.8pp | 3.34%-17.3pp | 418.37%-432.3pp |
| Employer contribution / active EE | $4,725 | $6,828-30.8% | $6,165-23.4% | $4,742-0.4% |
| Participant deferral / active EE | $4,693 | $8,985-47.8% | $8,363-43.9% | $6,401-26.7% |
| Admin fee / account holder | $6,024 | $13,781-56.3% | $11,614-48.1% | $11,431-47.3% |