Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $20,753 | $167,353-87.6% | $143,797-85.6% | $134,545-84.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -17.31% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,785 | $5,620-68.2% | $4,952-64.0% | $4,742-62.4% |
| Participant deferral / active EE | $4,291 | $6,447-33.4% | $5,638-23.9% | $6,401-33.0% |
| Admin fee / account holder | $1,670 | $18,096-90.8% | $14,679-88.6% | $11,431-85.4% |