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 | $25,198 | $42,910-41.3% | $60,919-58.6% | $68,490-63.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -9.05% | -13.99%+4.9pp | 16.96%-26.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $1,122 | $1,978-43.3% | $2,704-58.5% | $2,597-56.8% |
| Participant deferral / active EE | $1,750 | $2,866-38.9% | $3,814-54.1% | $4,028-56.6% |
| Admin fee / account holder | $6,640 | $3,104+113.9% | $3,228+105.7% | $5,403+22.9% |