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 | $28,790 | $73,848-61.0% | $143,799-80.0% | $68,486-58.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.19% | 0.91%-20.1pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $10,488 | $3,184+229.4% | $4,952+111.8% | $2,597+303.9% |
| Participant deferral / active EE | $2,610 | $3,385-22.9% | $5,638-53.7% | $4,028-35.2% |
| Admin fee / account holder | $1,214 | $5,755-78.9% | $14,677-91.7% | $5,404-77.5% |