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 | $25,037 | $32,117-22.0% | $71,089-64.8% | $64,173-61.0% |
| Participation rate | 88.7% | 42.7%+46.0pp | 54.6%+34.0pp | 69.6%+19.1pp |
| Annual return | -8.51% | -5.57%-2.9pp | 650.65%-659.2pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $899 | $1,263-28.8% | $1,873-52.0% | $3,470-74.1% |
| Admin fee / account holder | $1,764 | $2,759-36.1% | $3,082-42.8% | $4,887-63.9% |