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 | $190,537 | $81,870+132.7% | $119,634+59.3% | $68,490+178.2% |
| Participation rate | 82.8% | 71.9%+10.9pp | 79.3%+3.5pp | 67.9%+14.9pp |
| Annual return | -16.74% | -23.82%+7.1pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $3,044 | $2,692+13.1% | $4,232-28.1% | $2,597+17.2% |
| Participant deferral / active EE | $8,141 | $4,148+96.3% | $5,601+45.3% | $4,028+102.1% |
| Admin fee / account holder | $13,410 | $6,583+103.7% | $10,329+29.8% | $5,403+148.2% |