Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,789 | $73,848-66.4% | $143,799-82.8% | $68,486-63.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.19% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,457 | $3,184-22.8% | $4,952-50.4% | $2,597-5.4% |
| Participant deferral / active EE | $5,540 | $3,385+63.7% | $5,638-1.8% | $4,028+37.5% |
| Admin fee / account holder | $1,111 | $5,755-80.7% | $14,677-92.4% | $5,404-79.4% |