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 | $35,901 | $73,863-51.4% | $143,797-75.0% | $68,490-47.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.32% | 0.91%-16.2pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,439 | $3,185+8.0% | $4,952-30.5% | $2,597+32.5% |
| Participant deferral / active EE | $5,558 | $3,385+64.2% | $5,638-1.4% | $4,028+38.0% |
| Admin fee / account holder | $2,410 | $5,756-58.1% | $14,679-83.6% | $5,403-55.4% |