Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,443 | $95,188-85.9% | $76,518-82.4% | $135,380-90.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.78% | 4.85%-12.6pp | -0.27%-7.5pp | 519.81%-527.6pp |
| Employer contribution / active EE | $4,610 | $3,303+39.6% | $2,647+74.1% | $4,779-3.5% |
| Participant deferral / active EE | $3,577 | $4,640-22.9% | $3,836-6.7% | $5,609-36.2% |
| Admin fee / account holder | $622 | $6,249-90.0% | $4,849-87.2% | $10,828-94.3% |