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 | $21,709 | $42,909-49.4% | $60,906-64.4% | $68,486-68.3% |
| Participation rate | 90.7% | 66.8%+23.9pp | 73.1%+17.6pp | 67.9%+22.8pp |
| Annual return | -14.99% | -13.99%-1.0pp | 16.94%-31.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $1,008 | $1,979-49.1% | $2,703-62.7% | $2,597-61.2% |
| Participant deferral / active EE | $3,834 | $2,866+33.8% | $3,814+0.5% | $4,028-4.8% |
| Admin fee / account holder | $435 | $3,104-86.0% | $3,227-86.5% | $5,404-91.9% |