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 | $21,808 | $82,674-73.6% | $125,381-82.6% | $68,486-68.2% |
| Participation rate | 95.1% | 75.1%+20.0pp | 82.4%+12.7pp | 67.9%+27.2pp |
| Annual return | -11.15% | -5.97%-5.2pp | 572.31%-583.5pp | -7.85%-3.3pp |
| Employer contribution / active EE | $2,587 | $3,382-23.5% | $4,815-46.3% | $2,597-0.4% |
| Participant deferral / active EE | $5,213 | $6,111-14.7% | $7,448-30.0% | $4,028+29.4% |
| Admin fee / account holder | $2,696 | $6,277-57.0% | $10,007-73.1% | $5,404-50.1% |