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 | $44,484 | $123,793-64.1% | $177,848-75.0% | $79,856-44.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.17% | 22.82%-22.6pp | 48.33%-48.2pp | 31.71%-31.5pp |
| Employer contribution / active EE | $2,923 | $4,095-28.6% | $5,919-50.6% | $2,471+18.3% |
| Participant deferral / active EE | $2,974 | $5,956-50.1% | $7,714-61.4% | $3,741-20.5% |
| Admin fee / account holder | $1,664 | $7,243-77.0% | $12,431-86.6% | $5,306-68.6% |