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 | $2,906 | $25,014-88.4% | $69,460-95.8% | $80,911-96.4% |
| Participation rate | 84.6% | 64.2%+20.4pp | 66.4%+18.2pp | 67.6%+17.0pp |
| Annual return | 29.78% | 19.08%+10.7pp | 100.80%-71.0pp | 35.63%-5.9pp |
| Employer contribution / active EE | $534 | $991-46.1% | $1,714-68.9% | $2,756-80.6% |
| Participant deferral / active EE | $1,609 | $1,839-12.5% | $2,890-44.3% | $4,297-62.6% |
| Admin fee / account holder | $447 | $2,491-82.0% | $4,695-90.5% | $6,935-93.6% |