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 | $85,570 | $58,600+46.0% | $83,327+2.7% | $64,173+33.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -7.10% | 9.66%-16.8pp | 10.64%-17.7pp | 7.63%-14.7pp |
| Employer contribution / active EE | $4,771 | $2,098+127.4% | $3,379+41.2% | $2,381+100.4% |
| Participant deferral / active EE | $3,860 | $4,656-17.1% | $5,565-30.6% | $3,470+11.2% |
| Admin fee / account holder | $3,856 | $9,282-58.5% | $7,540-48.9% | $4,887-21.1% |