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 | $47,392 | $73,848-35.8% | $143,799-67.0% | $68,486-30.8% |
| Participation rate | 84.4% | 66.7%+17.7pp | 80.3%+4.1pp | 67.9%+16.5pp |
| Annual return | -18.77% | 0.91%-19.7pp | -0.04%-18.7pp | -7.85%-10.9pp |
| Employer contribution / active EE | $3,712 | $3,184+16.6% | $4,952-25.1% | $2,597+42.9% |
| Participant deferral / active EE | $3,221 | $3,385-4.8% | $5,638-42.9% | $4,028-20.0% |
| Admin fee / account holder | $929 | $5,755-83.9% | $14,677-93.7% | $5,404-82.8% |