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 | $20,640 | $56,894-63.7% | $84,753-75.6% | $62,881-67.2% |
| Participation rate | 76.5% | 68.5%+7.9pp | 76.6%-0.1pp | 69.3%+7.2pp |
| Annual return | 3.30% | 6.30%-3.0pp | 22.78%-19.5pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,370 | $2,709-12.5% | $3,712-36.2% | $3,203-26.0% |
| Admin fee / account holder | $623 | $3,581-82.6% | $5,333-88.3% | $4,296-85.5% |