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 | $24,363 | $64,729-62.4% | $112,263-78.3% | $68,490-64.4% |
| Participation rate | 81.1% | 67.2%+14.0pp | 75.1%+6.1pp | 67.9%+13.2pp |
| Annual return | -17.11% | -11.40%-5.7pp | 27.49%-44.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,512 | $3,566-29.5% | $4,729-46.9% | $4,028-37.6% |
| Admin fee / account holder | $1,860 | $5,222-64.4% | $6,410-71.0% | $5,403-65.6% |