Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,645 | $23,330-75.8% | $64,489-91.2% | $82,448-93.2% |
| Participation rate | 88.1% | 68.3%+19.8pp | 67.7%+20.4pp | 68.1%+20.0pp |
| Annual return | 6.71% | 83.66%-77.0pp | 55.03%-48.3pp | 41.64%-34.9pp |
| Employer contribution / active EE | $727 | $824-11.9% | $1,523-52.3% | $2,551-71.5% |
| Participant deferral / active EE | $1,416 | $1,707-17.0% | $2,778-49.0% | $4,139-65.8% |
| Admin fee / account holder | $675 | $2,946-77.1% | $4,260-84.2% | $7,234-90.7% |