Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,686 | $67,823-93.1% | $52,425-91.1% | $137,256-96.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 28.19% | 219.11%-190.9pp | 302.12%-273.9pp | 220.34%-192.1pp |
| Employer contribution / active EE | $826 | $1,163-29.0% | $914-9.6% | $4,156-80.1% |
| Participant deferral / active EE | $1,757 | $2,288-23.2% | $1,790-1.9% | $6,407-72.6% |
| Admin fee / account holder | $355 | $2,844-87.5% | $2,495-85.8% | $12,270-97.1% |