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 | $61,376 | $131,835-53.4% | $108,582-43.5% | $273,972-77.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.67% | -91.57%+99.2pp | -51.70%+59.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $912 | $4,913-81.4% | $3,758-75.7% | $4,869-81.3% |
| Participant deferral / active EE | $1,823 | $5,127-64.4% | $4,311-57.7% | $5,287-65.5% |
| Admin fee / account holder | $1,985 | $10,253-80.6% | $7,645-74.0% | $10,133-80.4% |