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 | $4,355 | $23,330-81.3% | $64,489-93.2% | $82,448-94.7% |
| Participation rate | 76.9% | 68.3%+8.6pp | 67.7%+9.2pp | 68.1%+8.9pp |
| Annual return | 24.62% | 83.66%-59.0pp | 55.03%-30.4pp | 41.64%-17.0pp |
| Employer contribution / active EE | $566 | $824-31.3% | $1,523-62.8% | $2,551-77.8% |
| Participant deferral / active EE | $1,264 | $1,707-26.0% | $2,778-54.5% | $4,139-69.5% |
| Admin fee / account holder | $532 | $2,946-81.9% | $4,260-87.5% | $7,234-92.6% |