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 | $26,015 | $91,911-71.7% | $68,612-62.1% | $135,379-80.8% |
| Participation rate | 76.2% | 76.7%-0.5pp | 72.2%+4.0pp | 82.6%-6.5pp |
| Annual return | -7.64% | -8.22%+0.6pp | -4.63%-3.0pp | 519.79%-527.4pp |
| Employer contribution / active EE | $3,453 | $3,924-12.0% | $2,625+31.5% | $4,779-27.7% |
| Participant deferral / active EE | $3,353 | $4,315-22.3% | $3,311+1.3% | $5,609-40.2% |
| Admin fee / account holder | $1,466 | $9,240-84.1% | $5,131-71.4% | $10,828-86.5% |