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 | $6,691 | $72,071-90.7% | $68,368-90.2% | $137,256-95.1% |
| Participation rate | 86.4% | 76.2%+10.1pp | 73.8%+12.6pp | 80.0%+6.4pp |
| Annual return | 21.52% | 353.14%-331.6pp | 292.57%-271.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $971 | $2,788-65.2% | $2,649-63.4% | $4,156-76.6% |
| Participant deferral / active EE | $1,678 | $4,410-61.9% | $4,123-59.3% | $6,407-73.8% |
| Admin fee / account holder | $549 | $5,336-89.7% | $5,150-89.3% | $12,270-95.5% |