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 | $36,228 | $91,037-60.2% | $71,671-49.5% | $147,586-75.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 20.48%-20.5pp | 20.65%-20.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $653 | $3,327-80.4% | $2,460-73.5% | $4,876-86.6% |
| Participant deferral / active EE | $2,987 | $4,498-33.6% | $3,438-13.1% | $5,439-45.1% |
| Admin fee / account holder | $5,416 | $8,613-37.1% | $5,558-2.6% | $10,886-50.2% |