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 | $19,749 | $42,383-53.4% | $76,518-74.2% | $64,173-69.2% |
| Participation rate | 88.9% | 58.1%+30.7pp | 68.0%+20.9pp | 69.6%+19.3pp |
| Annual return | -5.95% | -16.54%+10.6pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,991 | $1,563+91.3% | $2,647+13.0% | $2,381+25.6% |
| Participant deferral / active EE | $3,518 | $2,566+37.1% | $3,836-8.3% | $3,470+1.4% |
| Admin fee / account holder | $594 | $3,198-81.4% | $4,849-87.8% | $4,887-87.8% |