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 | $19,990 | $75,832-73.6% | $147,617-86.5% | $59,633-66.5% |
| Participation rate | 71.8% | 71.6%+0.2pp | 84.6%-12.8pp | 68.7%+3.1pp |
| Annual return | -2.00% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $725 | $3,485-79.2% | $5,564-87.0% | $2,203-67.1% |
| Participant deferral / active EE | $1,377 | $3,131-56.0% | $4,895-71.9% | $3,192-56.9% |
| Admin fee / account holder | $586 | $5,986-90.2% | $11,612-95.0% | $4,297-86.4% |