Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $26,699 | $87,166-69.4% | $76,735-65.2% | $137,256-80.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 8.36% | 26.50%-18.1pp | 29.77%-21.4pp | 220.34%-212.0pp |
| Employer contribution / active EE | $3,011 | $2,904+3.7% | $2,454+22.7% | $4,156-27.6% |
| Participant deferral / active EE | $7,032 | $4,726+48.8% | $4,088+72.0% | $6,407+9.8% |
| Admin fee / account holder | $2,233 | $8,403-73.4% | $7,189-68.9% | $12,270-81.8% |