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 | $2,595 | $23,330-88.9% | $64,489-96.0% | $82,448-96.9% |
| Participation rate | 84.8% | 68.3%+16.5pp | 67.7%+17.1pp | 68.1%+16.7pp |
| Annual return | 17.57% | 83.66%-66.1pp | 55.03%-37.5pp | 41.64%-24.1pp |
| Employer contribution / active EE | $693 | $824-16.0% | $1,523-54.5% | $2,551-72.8% |
| Participant deferral / active EE | $1,670 | $1,707-2.2% | $2,778-39.9% | $4,139-59.6% |
| Admin fee / account holder | $381 | $2,946-87.1% | $4,260-91.1% | $7,234-94.7% |