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 | $32,466 | $60,349-46.2% | $74,184-56.2% | $62,881-48.4% |
| Participation rate | 95.6% | 72.7%+22.8pp | 76.6%+18.9pp | 69.3%+26.3pp |
| Annual return | 0.85% | 21.38%-20.5pp | 17.74%-16.9pp | 20.14%-19.3pp |
| Employer contribution / active EE | $957 | $1,680-43.0% | $2,370-59.6% | $2,281-58.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $844 | $4,261-80.2% | $5,586-84.9% | $4,296-80.3% |