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 | $24,382 | $72,177-66.2% | $115,038-78.8% | $59,633-59.1% |
| Participation rate | 79.4% | 72.6%+6.9pp | 81.4%-2.0pp | 68.7%+10.7pp |
| Annual return | -0.08% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $1,706 | $2,841-40.0% | $4,608-63.0% | $2,203-22.5% |
| Participant deferral / active EE | $3,722 | $4,783-22.2% | $6,026-38.2% | $3,192+16.6% |
| Admin fee / account holder | $525 | $4,927-89.4% | $8,175-93.6% | $4,297-87.8% |