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 | $37,849 | $48,050-21.2% | $85,969-56.0% | $59,633-36.5% |
| Participation rate | 77.8% | 64.5%+13.3pp | 76.5%+1.2pp | 68.7%+9.1pp |
| Annual return | 0.10% | 0.29%-0.2pp | 9.32%-9.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $3,704 | $1,640+125.9% | $3,474+6.6% | $2,203+68.1% |
| Participant deferral / active EE | $0 | $2,249-100.0% | $3,829-100.0% | $3,192-100.0% |
| Admin fee / account holder | $968 | $3,206-69.8% | $6,053-84.0% | $4,297-77.5% |