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 | $41,849 | $131,835-68.3% | $108,582-61.5% | $273,972-84.7% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 10.52% | -91.57%+102.1pp | -51.70%+62.2pp | 41.46%-30.9pp |
| Employer contribution / active EE | $3,066 | $4,913-37.6% | $3,758-18.4% | $4,869-37.0% |
| Participant deferral / active EE | $8,104 | $5,127+58.0% | $4,311+88.0% | $5,287+53.3% |
| Admin fee / account holder | $405 | $10,253-96.1% | $7,645-94.7% | $10,133-96.0% |