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 | $45,796 | $158,827-71.2% | $121,208-62.2% | $135,382-66.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -5.45% | -0.64%-4.8pp | 16.93%-22.4pp | 519.77%-525.2pp |
| Employer contribution / active EE | $1,836 | $5,666-67.6% | $4,023-54.3% | $4,779-61.6% |
| Participant deferral / active EE | $2,344 | $4,006-41.5% | $3,345-29.9% | $5,609-58.2% |
| Admin fee / account holder | $603 | $6,514-90.7% | $5,020-88.0% | $10,829-94.4% |