Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,729 | $95,915-70.0% | $79,580-63.9% | $134,532-78.6% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -18.15% | -2.71%-15.4pp | 0.15%-18.3pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,187 | $3,129-30.1% | $2,413-9.4% | $4,741-53.9% |
| Participant deferral / active EE | $6,296 | $4,693+34.1% | $3,985+58.0% | $6,401-1.6% |
| Admin fee / account holder | $983 | $9,132-89.2% | $6,835-85.6% | $11,429-91.4% |