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 | $75,979 | $95,915-20.8% | $79,580-4.5% | $134,532-43.5% |
| Participation rate | 82.4% | 75.0%+7.3pp | 69.5%+12.9pp | 81.2%+1.1pp |
| Annual return | -12.01% | -2.71%-9.3pp | 0.15%-12.2pp | 418.27%-430.3pp |
| Employer contribution / active EE | $1,151 | $3,129-63.2% | $2,413-52.3% | $4,741-75.7% |
| Participant deferral / active EE | $3,528 | $4,693-24.8% | $3,985-11.5% | $6,401-44.9% |
| Admin fee / account holder | $975 | $9,132-89.3% | $6,835-85.7% | $11,429-91.5% |