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 | $40,423 | $59,107-31.6% | $86,439-53.2% | $68,495-41.0% |
| Participation rate | 74.1% | 75.2%-1.2pp | 80.3%-6.3pp | 67.9%+6.2pp |
| Annual return | -17.59% | -0.23%-17.4pp | 4395.55%-4413.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,837 | $2,519-27.1% | $3,769-51.3% | $2,596-29.3% |
| Participant deferral / active EE | $3,993 | $5,901-32.3% | $6,952-42.6% | $4,028-0.8% |
| Admin fee / account holder | $2,663 | $5,637-52.8% | $6,732-60.4% | $5,403-50.7% |