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 | $14,597 | $84,236-82.7% | $170,435-91.4% | $70,126-79.2% |
| Participation rate | 88.6% | 70.8%+17.7pp | 83.6%+5.0pp | 69.5%+19.0pp |
| Annual return | 6.33% | 23.06%-16.7pp | 205.94%-199.6pp | 73.15%-66.8pp |
| Employer contribution / active EE | $803 | $3,387-76.3% | $5,432-85.2% | $2,343-65.7% |
| Participant deferral / active EE | $984 | $3,086-68.1% | $4,939-80.1% | $3,332-70.5% |
| Admin fee / account holder | $732 | $5,698-87.2% | $13,881-94.7% | $4,645-84.2% |