Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,485 | $95,895-65.1% | $79,576-57.9% | $134,509-75.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -2.87% | -2.72%-0.2pp | 0.15%-3.0pp | 418.13%-421.0pp |
| Employer contribution / active EE | $2,903 | $3,128-7.2% | $2,413+20.3% | $4,741-38.8% |
| Participant deferral / active EE | $7,753 | $4,693+65.2% | $3,985+94.5% | $6,400+21.1% |
| Admin fee / account holder | $1,744 | $9,129-80.9% | $6,834-74.5% | $11,427-84.7% |