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 | $126,357 | $73,863+71.1% | $143,797-12.1% | $68,490+84.5% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.5pp |
| Annual return | -17.47% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $5,079 | $3,185+59.5% | $4,952+2.6% | $2,597+95.6% |
| Participant deferral / active EE | $5,717 | $3,385+68.9% | $5,638+1.4% | $4,028+41.9% |
| Admin fee / account holder | $10,283 | $5,756+78.6% | $14,679-30.0% | $5,403+90.3% |