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 | $35,786 | $95,188-62.4% | $76,518-53.2% | $135,379-73.6% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | -4.51% | 4.85%-9.4pp | -0.27%-4.2pp | 519.79%-524.3pp |
| Employer contribution / active EE | $2,627 | $3,303-20.5% | $2,647-0.8% | $4,779-45.0% |
| Participant deferral / active EE | $5,065 | $4,640+9.2% | $3,836+32.1% | $5,609-9.7% |
| Admin fee / account holder | $6,350 | $6,249+1.6% | $4,849+31.0% | $10,828-41.4% |