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 | $77,925 | $83,908-7.1% | $68,509+13.7% | $125,388-37.9% |
| Participation rate | 88.9% | 78.2%+10.7pp | 74.7%+14.2pp | 83.2%+5.7pp |
| Annual return | -2.94% | 14.48%-17.4pp | 8.27%-11.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,641 | $4,125+12.5% | $3,382+37.2% | $5,352-13.3% |
| Admin fee / account holder | $1,304 | $8,982-85.5% | $5,275-75.3% | $9,541-86.3% |