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 | $2,865 | $49,976-94.3% | $66,674-95.7% | $82,637-96.5% |
| Participation rate | 77.1% | 63.1%+14.0pp | 73.7%+3.4pp | 68.1%+9.0pp |
| Annual return | 109.97% | 39.09%+70.9pp | 321.24%-211.3pp | 53.51%+56.5pp |
| Employer contribution / active EE | $611 | $1,988-69.3% | $2,620-76.7% | $2,552-76.1% |
| Participant deferral / active EE | $1,290 | $2,847-54.7% | $4,084-68.4% | $4,126-68.7% |
| Admin fee / account holder | $309 | $4,594-93.3% | $5,098-93.9% | $7,339-95.8% |