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 | $17,653 | $75,962-76.8% | $154,108-88.5% | $64,173-72.5% |
| Participation rate | 87.1% | 70.4%+16.7pp | 83.0%+4.1pp | 69.6%+17.5pp |
| Annual return | -5.16% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,710 | $3,350-48.9% | $5,298-67.7% | $2,381-28.2% |
| Participant deferral / active EE | $1,425 | $3,175-55.1% | $5,081-71.9% | $3,470-58.9% |
| Admin fee / account holder | $4,396 | $5,589-21.3% | $13,411-67.2% | $4,887-10.1% |