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 | $4,032 | $25,014-83.9% | $69,632-94.2% | $80,959-95.0% |
| Participation rate | 87.7% | 64.2%+23.5pp | 66.4%+21.3pp | 67.7%+20.0pp |
| Annual return | 15.94% | 19.08%-3.1pp | 101.32%-85.4pp | 35.67%-19.7pp |
| Employer contribution / active EE | $609 | $991-38.5% | $1,708-64.3% | $2,757-77.9% |
| Participant deferral / active EE | $1,561 | $1,840-15.1% | $2,889-46.0% | $4,300-63.7% |
| Admin fee / account holder | $815 | $2,491-67.3% | $4,695-82.7% | $6,925-88.2% |