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 | $29,873 | $133,981-77.7% | $112,249-73.4% | $134,532-77.8% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.1%-3.6pp | 81.2%-9.8pp |
| Annual return | -17.12% | 47.16%-64.3pp | 27.48%-44.6pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,581 | $4,040-60.9% | $3,636-56.5% | $4,741-66.6% |
| Participant deferral / active EE | $1,917 | $5,292-63.8% | $4,729-59.5% | $6,401-70.1% |
| Admin fee / account holder | $1,305 | $7,492-82.6% | $6,412-79.6% | $11,429-88.6% |