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 | $34,592 | $95,895-63.9% | $79,576-56.5% | $134,509-74.3% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -11.98% | -2.72%-9.3pp | 0.15%-12.1pp | 418.13%-430.1pp |
| Employer contribution / active EE | $1,276 | $3,128-59.2% | $2,413-47.1% | $4,741-73.1% |
| Participant deferral / active EE | $3,480 | $4,693-25.8% | $3,985-12.7% | $6,400-45.6% |
| Admin fee / account holder | $2,613 | $9,129-71.4% | $6,834-61.8% | $11,427-77.1% |