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 | $3,699 | $67,823-94.5% | $52,425-92.9% | $137,256-97.3% |
| Participation rate | 89.5% | 63.9%+25.6pp | 55.6%+33.9pp | 80.0%+9.5pp |
| Annual return | 27.65% | 219.11%-191.5pp | 302.12%-274.5pp | 220.34%-192.7pp |
| Employer contribution / active EE | $920 | $1,163-20.9% | $914+0.6% | $4,156-77.9% |
| Participant deferral / active EE | $1,145 | $2,288-50.0% | $1,790-36.1% | $6,407-82.1% |
| Admin fee / account holder | $502 | $2,844-82.3% | $2,495-79.9% | $12,270-95.9% |