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 | $39,718 | $64,729-38.6% | $112,263-64.6% | $68,490-42.0% |
| Participation rate | 75.7% | 67.2%+8.5pp | 75.1%+0.6pp | 67.9%+7.8pp |
| Annual return | -1.86% | -11.40%+9.5pp | 27.49%-29.4pp | -7.85%+6.0pp |
| Employer contribution / active EE | $2,638 | $2,746-3.9% | $3,636-27.5% | $2,597+1.6% |
| Participant deferral / active EE | $2,129 | $3,566-40.3% | $4,729-55.0% | $4,028-47.2% |
| Admin fee / account holder | $5,810 | $5,222+11.3% | $6,410-9.4% | $5,403+7.5% |