Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,573 | $29,319-50.3% | $52,425-72.2% | $82,448-82.3% |
| Participation rate | 82.9% | 46.9%+36.1pp | 55.6%+27.3pp | 68.1%+14.9pp |
| Annual return | 21.34% | 535.20%-513.9pp | 302.12%-280.8pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,676 | $586+185.8% | $914+83.3% | $2,551-34.3% |
| Participant deferral / active EE | $2,316 | $1,171+97.8% | $1,790+29.4% | $4,139-44.0% |
| Admin fee / account holder | $1,254 | $1,962-36.1% | $2,495-49.7% | $7,234-82.7% |