Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $16,270 | $59,111-72.5% | $86,451-81.2% | $68,490-76.2% |
| Participation rate | 97.7% | 75.2%+22.4pp | 80.3%+17.3pp | 67.9%+29.8pp |
| Annual return | 0.00% | -0.22%+0.2pp | 4398.51%-4398.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $3,895 | $2,519+54.6% | $3,770+3.3% | $2,597+50.0% |
| Participant deferral / active EE | $7,994 | $5,900+35.5% | $6,953+15.0% | $4,028+98.5% |
| Admin fee / account holder | $446 | $5,640-92.1% | $6,734-93.4% | $5,403-91.7% |