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 | $32,687 | $105,866-69.1% | $90,766-64.0% | $134,545-75.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.61% | -10.99%-5.6pp | -12.16%-4.5pp | 418.37%-435.0pp |
| Employer contribution / active EE | $1,490 | $3,464-57.0% | $2,922-49.0% | $4,742-68.6% |
| Participant deferral / active EE | $4,647 | $5,217-10.9% | $4,565+1.8% | $6,401-27.4% |
| Admin fee / account holder | $2,645 | $13,938-81.0% | $8,446-68.7% | $11,431-76.9% |