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 | $54,425 | $75,935-28.3% | $60,547-10.1% | $125,389-56.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.18% | -5.38%+5.6pp | 335.64%-335.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,812 | $3,438-47.3% | $2,419-25.1% | $4,866-62.8% |
| Participant deferral / active EE | $3,948 | $4,506-12.4% | $3,328+18.6% | $5,352-26.2% |
| Admin fee / account holder | $1,176 | $6,768-82.6% | $4,536-74.1% | $9,541-87.7% |