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 | $37,110 | $140,578-73.6% | $100,671-63.1% | $125,389-70.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.86% | 24.67%-23.8pp | 20.43%-19.6pp | 282.24%-281.4pp |
| Employer contribution / active EE | $1,573 | $5,965-73.6% | $4,012-60.8% | $4,866-67.7% |
| Participant deferral / active EE | $2,172 | $3,981-45.4% | $3,144-30.9% | $5,352-59.4% |
| Admin fee / account holder | $25,126 | $6,716+274.1% | $4,850+418.1% | $9,541+163.4% |