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 | $21,011 | $54,357-61.3% | $82,706-74.6% | $68,495-69.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -10.21% | -13.67%+3.5pp | 701.76%-712.0pp | -7.84%-2.4pp |
| Employer contribution / active EE | $1,390 | $2,218-37.3% | $3,007-53.8% | $2,596-46.5% |
| Participant deferral / active EE | $3,368 | $3,246+3.8% | $4,394-23.3% | $4,028-16.4% |
| Admin fee / account holder | $2,282 | $4,396-48.1% | $5,329-57.2% | $5,403-57.8% |