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 | $26,950 | $97,020-72.2% | $83,327-67.7% | $135,380-80.1% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -7.71% | 12.31%-20.0pp | 10.64%-18.3pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,429 | $4,144-41.4% | $3,379-28.1% | $4,779-49.2% |
| Participant deferral / active EE | $7,160 | $5,964+20.1% | $5,565+28.7% | $5,609+27.7% |
| Admin fee / account holder | $2,712 | $8,426-67.8% | $7,540-64.0% | $10,828-75.0% |