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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,062 | $36,948-86.3% | $73,658-93.1% | $87,485-94.2% |
| Participation rate | 86.4% | 46.8%+39.5pp | 57.0%+29.3pp | 68.9%+17.4pp |
| Annual return | 13.36% | 28.64%-15.3pp | 29.72%-16.4pp | 26.06%-12.7pp |
| Employer contribution / active EE | $431 | $670-35.6% | $1,032-58.2% | $2,596-83.4% |
| Participant deferral / active EE | $1,267 | $1,379-8.1% | $2,062-38.5% | $4,274-70.3% |
| Admin fee / account holder | $656 | $2,531-74.1% | $3,357-80.5% | $7,775-91.6% |