Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $1,322 | $67,823-98.1% | $52,425-97.5% | $137,256-99.0% |
| Participation rate | 76.2% | 63.9%+12.3pp | 55.6%+20.6pp | 80.0%-3.8pp |
| Annual return | 18.29% | 219.11%-200.8pp | 302.12%-283.8pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $593 | $2,288-74.1% | $1,790-66.9% | $6,407-90.7% |
| Admin fee / account holder | $369 | $2,844-87.0% | $2,495-85.2% | $12,270-97.0% |