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 | $46,055 | $158,852-71.0% | $121,220-62.0% | $135,380-66.0% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.8%+15.7pp | 82.6%+4.9pp |
| Annual return | -6.17% | -0.64%-5.5pp | 16.94%-23.1pp | 519.81%-526.0pp |
| Employer contribution / active EE | $4,141 | $5,666-26.9% | $4,023+3.0% | $4,779-13.3% |
| Participant deferral / active EE | $2,265 | $4,006-43.5% | $3,345-32.3% | $5,609-59.6% |
| Admin fee / account holder | $2,724 | $6,515-58.2% | $5,021-45.8% | $10,828-74.8% |