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 | $40,810 | $72,177-43.5% | $115,038-64.5% | $59,633-31.6% |
| Participation rate | 97.4% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | -0.41% | 12.02%-12.4pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $2,885 | $2,841+1.6% | $4,608-37.4% | $2,203+31.0% |
| Participant deferral / active EE | $5,897 | $4,783+23.3% | $6,026-2.2% | $3,192+84.8% |
| Admin fee / account holder | $572 | $4,927-88.4% | $8,175-93.0% | $4,297-86.7% |