Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,428 | $71,872-63.2% | $86,691-69.5% | $68,495-61.4% |
| Participation rate | 72.9% | 72.2%+0.7pp | 76.6%-3.7pp | 67.9%+5.0pp |
| Annual return | -21.58% | 3.53%-25.1pp | 35.94%-57.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,480 | $2,173-31.9% | $2,837-47.8% | $2,596-43.0% |
| Participant deferral / active EE | $2,880 | $3,779-23.8% | $4,656-38.1% | $4,028-28.5% |
| Admin fee / account holder | $1,600 | $6,112-73.8% | $7,492-78.6% | $5,403-70.4% |