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 | $85,902 | $167,353-48.7% | $143,797-40.3% | $134,545-36.2% |
| Participation rate | 78.6% | 84.8%-6.2pp | 80.3%-1.7pp | 81.2%-2.7pp |
| Annual return | -13.42% | 0.48%-13.9pp | -0.04%-13.4pp | 418.37%-431.8pp |
| Employer contribution / active EE | $4,425 | $5,620-21.3% | $4,952-10.6% | $4,742-6.7% |
| Participant deferral / active EE | $3,482 | $6,447-46.0% | $5,638-38.3% | $6,401-45.6% |
| Admin fee / account holder | $10,052 | $18,096-44.4% | $14,679-31.5% | $11,431-12.1% |