Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,544 | $69,118-96.3% | $53,647-95.3% | $138,895-98.2% |
| Participation rate | 76.2% | 64.0%+12.2pp | 56.3%+19.9pp | 79.9%-3.7pp |
| Annual return | 20.18% | 248.26%-228.1pp | 358.33%-338.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,009 | $2,274-55.6% | $1,813-44.3% | $6,396-84.2% |
| Admin fee / account holder | $1,082 | $2,724-60.3% | $2,460-56.0% | $12,562-91.4% |