Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,886 | $95,915-55.3% | $79,580-46.1% | $134,532-68.1% |
| Participation rate | 78.9% | 75.0%+3.9pp | 69.5%+9.5pp | 81.2%-2.3pp |
| Annual return | -15.84% | -2.71%-13.1pp | 0.15%-16.0pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,858 | $3,129-40.6% | $2,413-23.0% | $4,741-60.8% |
| Participant deferral / active EE | $6,127 | $4,693+30.5% | $3,985+53.7% | $6,401-4.3% |
| Admin fee / account holder | $380 | $9,132-95.8% | $6,835-94.4% | $11,429-96.7% |