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 | $31,749 | $48,267-34.2% | $68,794-53.8% | $68,495-53.6% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 0.58% | -12.70%+13.3pp | -6.37%+7.0pp | -7.84%+8.4pp |
| Employer contribution / active EE | $3,484 | $1,829+90.5% | $2,656+31.2% | $2,596+34.2% |
| Participant deferral / active EE | $994 | $2,867-65.3% | $3,941-74.8% | $4,028-75.3% |
| Admin fee / account holder | $2,016 | $4,362-53.8% | $4,934-59.1% | $5,403-62.7% |