Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $4,062 | $29,716-86.3% | $56,077-92.8% | $80,925-95.0% |
| Participation rate | 80.0% | 41.7%+38.3pp | 52.5%+27.5pp | 67.7%+12.3pp |
| Annual return | 15.23% | 35.30%-20.1pp | 1709.28%-1694.0pp | 35.65%-20.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,715 | $1,228+39.6% | $1,954-12.2% | $4,299-60.1% |
| Admin fee / account holder | $633 | $2,432-74.0% | $2,825-77.6% | $6,940-90.9% |