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 | $30,932 | $102,422-69.8% | $147,117-79.0% | $80,959-61.8% |
| Participation rate | 79.6% | 75.9%+3.7pp | 82.2%-2.6pp | 67.7%+11.9pp |
| Annual return | 6.27% | 135.16%-128.9pp | 420.54%-414.3pp | 35.67%-29.4pp |
| Employer contribution / active EE | $1,562 | $3,717-58.0% | $4,932-68.3% | $2,757-43.3% |
| Participant deferral / active EE | $3,247 | $6,652-51.2% | $8,065-59.7% | $4,300-24.5% |
| Admin fee / account holder | $8,966 | $7,953+12.7% | $12,993-31.0% | $6,925+29.5% |