Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,825 | $84,236-71.7% | $170,435-86.0% | $70,126-66.0% |
| Participation rate | 98.1% | 70.8%+27.3pp | 83.6%+14.5pp | 69.5%+28.6pp |
| Annual return | 6.75% | 23.06%-16.3pp | 205.94%-199.2pp | 73.15%-66.4pp |
| Employer contribution / active EE | $2,660 | $3,387-21.5% | $5,432-51.0% | $2,343+13.5% |
| Participant deferral / active EE | $1,732 | $3,086-43.9% | $4,939-64.9% | $3,332-48.0% |
| Admin fee / account holder | $2,427 | $5,698-57.4% | $13,881-82.5% | $4,645-47.8% |