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 | $17,349 | $95,915-81.9% | $79,580-78.2% | $134,532-87.1% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -17.90% | -2.71%-15.2pp | 0.15%-18.1pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,108 | $3,129-32.6% | $2,413-12.7% | $4,741-55.5% |
| Participant deferral / active EE | $3,881 | $4,693-17.3% | $3,985-2.6% | $6,401-39.4% |
| Admin fee / account holder | $587 | $9,132-93.6% | $6,835-91.4% | $11,429-94.9% |