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 | $28,776 | $95,975-70.0% | $74,552-61.4% | $135,382-78.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.77% | 56.96%-55.2pp | 32.53%-30.8pp | 519.77%-518.0pp |
| Employer contribution / active EE | $1,056 | $2,716-61.1% | $1,961-46.1% | $4,779-77.9% |
| Participant deferral / active EE | $2,260 | $3,844-41.2% | $3,108-27.3% | $5,609-59.7% |
| Admin fee / account holder | $389,385 | $6,522+5870.6% | $5,060+7596.1% | $10,829+3495.9% |