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 | $33,485 | $54,380-38.4% | $68,509-51.1% | $59,633-43.8% |
| Participation rate | 77.3% | 70.2%+7.1pp | 74.7%+2.5pp | 68.7%+8.6pp |
| Annual return | 0.22% | 2.83%-2.6pp | 8.27%-8.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,178 | $1,539-23.5% | $2,278-48.3% | $2,203-46.5% |
| Participant deferral / active EE | $2,347 | $2,643-11.2% | $3,382-30.6% | $3,192-26.5% |
| Admin fee / account holder | $15,901 | $3,885+309.2% | $5,275+201.5% | $4,297+270.0% |