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 | $69,006 | $167,353-58.8% | $143,797-52.0% | $134,545-48.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -14.18% | 0.48%-14.7pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $1,341 | $5,620-76.1% | $4,952-72.9% | $4,742-71.7% |
| Participant deferral / active EE | $2,492 | $6,447-61.3% | $5,638-55.8% | $6,401-61.1% |
| Admin fee / account holder | $541 | $18,096-97.0% | $14,679-96.3% | $11,431-95.3% |