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 | $3,093 | $29,319-89.4% | $52,425-94.1% | $82,448-96.2% |
| Participation rate | 88.1% | 46.9%+41.2pp | 55.6%+32.4pp | 68.1%+20.0pp |
| Annual return | 26.26% | 535.20%-508.9pp | 302.12%-275.9pp | 41.64%-15.4pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,160 | $1,171+84.4% | $1,790+20.6% | $4,139-47.8% |
| Admin fee / account holder | $949 | $1,962-51.6% | $2,495-62.0% | $7,234-86.9% |