Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $33,634 | $95,193-64.7% | $76,523-56.0% | $135,382-75.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -2.15% | 4.85%-7.0pp | -0.27%-1.9pp | 519.77%-521.9pp |
| Employer contribution / active EE | $3,212 | $3,302-2.7% | $2,647+21.3% | $4,779-32.8% |
| Participant deferral / active EE | $11,746 | $4,639+153.2% | $3,835+206.2% | $5,609+109.4% |
| Admin fee / account holder | $5,261 | $6,249-15.8% | $4,848+8.5% | $10,829-51.4% |