Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $97,021 | $64,729+49.9% | $112,263-13.6% | $68,490+41.7% |
| Participation rate | 72.7% | 67.2%+5.6pp | 75.1%-2.3pp | 67.9%+4.8pp |
| Annual return | -13.27% | -11.40%-1.9pp | 27.49%-40.8pp | -7.85%-5.4pp |
| Employer contribution / active EE | $1,831 | $2,746-33.3% | $3,636-49.6% | $2,597-29.5% |
| Participant deferral / active EE | $3,008 | $3,566-15.6% | $4,729-36.4% | $4,028-25.3% |
| Admin fee / account holder | $3,540 | $5,222-32.2% | $6,410-44.8% | $5,403-34.5% |