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 | $3,361 | $69,118-95.1% | $53,647-93.7% | $138,895-97.6% |
| Participation rate | 80.0% | 64.0%+16.0pp | 56.3%+23.7pp | 79.9%+0.1pp |
| Annual return | 15.53% | 248.26%-232.7pp | 358.33%-342.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $417 | $1,189-64.9% | $962-56.6% | $4,194-90.1% |
| Participant deferral / active EE | $1,553 | $2,274-31.7% | $1,813-14.3% | $6,396-75.7% |
| Admin fee / account holder | $653 | $2,724-76.0% | $2,460-73.5% | $12,562-94.8% |