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 | $21,258 | $69,541-69.4% | $59,899-64.5% | $135,380-84.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.61% | 7.95%-14.6pp | 3.46%-10.1pp | 519.81%-526.4pp |
| Employer contribution / active EE | $992 | $3,236-69.4% | $2,723-63.6% | $4,779-79.2% |
| Participant deferral / active EE | $3,196 | $4,206-24.0% | $3,402-6.1% | $5,609-43.0% |
| Admin fee / account holder | $3,553 | $5,737-38.1% | $3,592-1.1% | $10,828-67.2% |