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 | $34,700 | $142,409-75.6% | $119,634-71.0% | $134,545-74.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.58% | -12.46%-7.1pp | -14.98%-4.6pp | 418.37%-437.9pp |
| Employer contribution / active EE | $5,633 | $5,224+7.8% | $4,232+33.1% | $4,742+18.8% |
| Participant deferral / active EE | $4,438 | $6,468-31.4% | $5,601-20.8% | $6,401-30.7% |
| Admin fee / account holder | $651 | $13,594-95.2% | $10,329-93.7% | $11,431-94.3% |