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 | $40,822 | $73,848-44.7% | $143,799-71.6% | $68,486-40.4% |
| Participation rate | 97.5% | 66.7%+30.8pp | 80.3%+17.2pp | 67.9%+29.6pp |
| Annual return | -14.96% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $4,376 | $3,184+37.4% | $4,952-11.6% | $2,597+68.5% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,054 | $5,755-81.7% | $14,677-92.8% | $5,404-80.5% |