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 | $42,971 | $78,694-45.4% | $67,652-36.5% | $125,389-65.7% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,650 | $3,044-45.8% | $2,266-27.2% | $4,866-66.1% |
| Participant deferral / active EE | $3,532 | $4,292-17.7% | $3,560-0.8% | $5,352-34.0% |
| Admin fee / account holder | $4,765 | $7,403-35.6% | $4,821-1.2% | $9,541-50.1% |