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 | $24,160 | $62,589-61.4% | $76,768-68.5% | $64,173-62.4% |
| Participation rate | 75.8% | 72.8%+2.9pp | 77.0%-1.2pp | 69.6%+6.2pp |
| Annual return | -7.34% | -1.95%-5.4pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,182 | $1,832-35.5% | $2,485-52.4% | $2,381-50.4% |
| Participant deferral / active EE | $2,024 | $3,145-35.6% | $3,852-47.4% | $3,470-41.7% |
| Admin fee / account holder | $483 | $4,667-89.7% | $6,675-92.8% | $4,887-90.1% |