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 | $23,366 | $211,946-89.0% | $169,452-86.2% | $135,379-82.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.22% | 3.26%-8.5pp | 1.83%-7.1pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,759 | $5,117-65.6% | $4,157-57.7% | $4,779-63.2% |
| Participant deferral / active EE | $1,210 | $6,075-80.1% | $5,277-77.1% | $5,609-78.4% |
| Admin fee / account holder | $1,394 | $11,472-87.8% | $9,110-84.7% | $10,828-87.1% |