Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,027 | $88,702-85.3% | $81,780-84.1% | $145,978-91.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.4%-0.9pp | 80.3%-8.9pp |
| Annual return | 7.36% | 1029.12%-1021.8pp | 776.27%-768.9pp | 550.52%-543.2pp |
| Employer contribution / active EE | $434 | $3,084-85.9% | $2,914-85.1% | $4,662-90.7% |
| Participant deferral / active EE | $932 | $4,645-79.9% | $4,321-78.4% | $6,690-86.1% |
| Admin fee / account holder | $380 | $8,414-95.5% | $7,384-94.9% | $13,400-97.2% |