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 | $41,297 | $49,451-16.5% | $79,551-48.1% | $66,923-38.3% |
| Participation rate | 88.5% | 61.3%+27.2pp | 69.5%+19.0pp | 69.8%+18.7pp |
| Annual return | -14.97% | 84.25%-99.2pp | 0.14%-15.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,987 | $1,266+136.1% | $2,413+23.8% | $2,545+17.4% |
| Participant deferral / active EE | $4,448 | $3,159+40.8% | $3,985+11.6% | $4,237+5.0% |
| Admin fee / account holder | $1,789 | $595+200.9% | $6,833-73.8% | $593+201.6% |