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 | $45,169 | $57,352-21.2% | $83,830-46.1% | $64,173-29.6% |
| Participation rate | 73.3% | 68.6%+4.7pp | 76.1%-2.8pp | 69.6%+3.8pp |
| Annual return | -6.79% | 11.38%-18.2pp | 850.97%-857.8pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,232 | $2,546-51.6% | $3,631-66.1% | $2,381-48.3% |
| Participant deferral / active EE | $2,353 | $2,993-21.4% | $4,082-42.4% | $3,470-32.2% |
| Admin fee / account holder | $513 | $4,046-87.3% | $5,479-90.6% | $4,887-89.5% |