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 | $4,007 | $23,330-82.8% | $64,489-93.8% | $82,448-95.1% |
| Participation rate | 90.9% | 68.3%+22.6pp | 67.7%+23.2pp | 68.1%+22.8pp |
| Annual return | 18.22% | 83.66%-65.4pp | 55.03%-36.8pp | 41.64%-23.4pp |
| Employer contribution / active EE | $708 | $824-14.2% | $1,523-53.5% | $2,551-72.3% |
| Participant deferral / active EE | $1,805 | $1,707+5.7% | $2,778-35.0% | $4,139-56.4% |
| Admin fee / account holder | $918 | $2,946-68.8% | $4,260-78.4% | $7,234-87.3% |