Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,779 | $95,917-85.6% | $79,583-82.7% | $134,545-89.8% |
| Participation rate | 73.3% | 75.0%-1.7pp | 69.5%+3.8pp | 81.2%-7.9pp |
| Annual return | -16.61% | -2.70%-13.9pp | 0.16%-16.8pp | 418.37%-435.0pp |
| Employer contribution / active EE | $649 | $3,129-79.2% | $2,414-73.1% | $4,742-86.3% |
| Participant deferral / active EE | $1,843 | $4,694-60.7% | $3,986-53.8% | $6,401-71.2% |
| Admin fee / account holder | $438 | $9,132-95.2% | $6,835-93.6% | $11,431-96.2% |