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 | $63,757 | $49,280+29.4% | $67,313-5.3% | $64,173-0.6% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.40% | -1.39%-6.0pp | -4.08%-3.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,020 | $1,668+21.1% | $2,566-21.3% | $2,381-15.2% |
| Participant deferral / active EE | $4,784 | $2,484+92.6% | $3,568+34.1% | $3,470+37.9% |
| Admin fee / account holder | $7,736 | $3,863+100.3% | $4,507+71.7% | $4,887+58.3% |