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 | $4,322 | $28,624-84.9% | $53,647-91.9% | $82,637-94.8% |
| Participation rate | 81.5% | 47.3%+34.2pp | 56.3%+25.2pp | 68.1%+13.4pp |
| Annual return | 15.48% | 664.98%-649.5pp | 358.33%-342.9pp | 53.51%-38.0pp |
| Employer contribution / active EE | $289 | $637-54.6% | $962-70.0% | $2,552-88.7% |
| Participant deferral / active EE | $926 | $1,196-22.6% | $1,813-48.9% | $4,126-77.6% |
| Admin fee / account holder | $359 | $2,022-82.2% | $2,460-85.4% | $7,339-95.1% |