Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,211 | $42,910-22.6% | $60,919-45.5% | $68,490-51.5% |
| Participation rate | 75.9% | 66.8%+9.1pp | 73.1%+2.8pp | 67.9%+8.0pp |
| Annual return | -11.37% | -13.99%+2.6pp | 16.96%-28.3pp | -7.85%-3.5pp |
| Employer contribution / active EE | $3,564 | $1,978+80.1% | $2,704+31.8% | $2,597+37.2% |
| Participant deferral / active EE | $6,554 | $2,866+128.7% | $3,814+71.8% | $4,028+62.7% |
| Admin fee / account holder | $1,215 | $3,104-60.8% | $3,228-62.3% | $5,403-77.5% |