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 | $48,846 | $87,016-43.9% | $63,244-22.8% | $125,389-61.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -3.22% | 21.71%-24.9pp | -70.31%+67.1pp | 282.24%-285.5pp |
| Employer contribution / active EE | $1,012 | $3,601-71.9% | $2,322-56.4% | $4,866-79.2% |
| Participant deferral / active EE | $3,039 | $3,939-22.9% | $2,953+2.9% | $5,352-43.2% |
| Admin fee / account holder | $392 | $11,954-96.7% | $5,893-93.4% | $9,541-95.9% |