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 | $28,728 | $69,541-58.7% | $59,899-52.0% | $135,380-78.8% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.7%+0.3pp | 82.6%-7.6pp |
| Annual return | -7.10% | 7.95%-15.0pp | 3.46%-10.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,146 | $3,236-2.8% | $2,723+15.5% | $4,779-34.2% |
| Participant deferral / active EE | $3,793 | $4,206-9.8% | $3,402+11.5% | $5,609-32.4% |
| Admin fee / account holder | $934 | $5,737-83.7% | $3,592-74.0% | $10,828-91.4% |