Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,761 | $76,371-45.3% | $93,621-55.4% | $72,976-42.8% |
| Participation rate | 82.1% | 71.8%+10.4pp | 75.8%+6.3pp | 69.5%+12.7pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,954 | $2,276-14.1% | $2,719-28.1% | $2,440-19.9% |
| Participant deferral / active EE | $3,940 | $3,538+11.4% | $4,070-3.2% | $3,608+9.2% |
| Admin fee / account holder | $2,975 | $6,839-56.5% | $7,890-62.3% | $5,124-41.9% |