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 | $31,099 | $64,729-52.0% | $112,263-72.3% | $68,490-54.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -16.35% | -11.40%-5.0pp | 27.49%-43.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $5,257 | $2,746+91.5% | $3,636+44.6% | $2,597+102.5% |
| Participant deferral / active EE | $5,512 | $3,566+54.6% | $4,729+16.6% | $4,028+36.9% |
| Admin fee / account holder | $1,540 | $5,222-70.5% | $6,410-76.0% | $5,403-71.5% |