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 | $2,942 | $29,733-90.1% | $56,025-94.7% | $80,959-96.4% |
| Participation rate | 81.5% | 41.7%+39.8pp | 52.5%+29.0pp | 67.7%+13.8pp |
| Annual return | 13.76% | 35.28%-21.5pp | 1712.69%-1698.9pp | 35.67%-21.9pp |
| Employer contribution / active EE | $491 | $672-26.8% | $1,042-52.8% | $2,757-82.2% |
| Participant deferral / active EE | $827 | $1,229-32.7% | $1,955-57.7% | $4,300-80.8% |
| Admin fee / account holder | $532 | $2,434-78.1% | $2,828-81.2% | $6,925-92.3% |