Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,446 | $100,811-76.7% | $86,698-73.0% | $134,545-82.6% |
| Participation rate | 86.7% | 79.0%+7.7pp | 76.6%+10.1pp | 81.2%+5.4pp |
| Annual return | -19.57% | 29.11%-48.7pp | 35.96%-55.5pp | 418.37%-437.9pp |
| Employer contribution / active EE | $3,027 | $3,490-13.3% | $2,837+6.7% | $4,742-36.2% |
| Participant deferral / active EE | $2,937 | $5,339-45.0% | $4,656-36.9% | $6,401-54.1% |
| Admin fee / account holder | $387 | $10,926-96.5% | $7,492-94.8% | $11,431-96.6% |