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 | $3,814 | $25,014-84.8% | $69,460-94.5% | $80,911-95.3% |
| Participation rate | 73.9% | 64.2%+9.7pp | 66.4%+7.5pp | 67.6%+6.3pp |
| Annual return | 19.76% | 19.08%+0.7pp | 100.80%-81.0pp | 35.63%-15.9pp |
| Employer contribution / active EE | $625 | $991-37.0% | $1,714-63.5% | $2,756-77.3% |
| Participant deferral / active EE | $1,335 | $1,839-27.4% | $2,890-53.8% | $4,297-68.9% |
| Admin fee / account holder | $1,053 | $2,491-57.7% | $4,695-77.6% | $6,935-84.8% |