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 | $28,814 | $60,349-52.3% | $74,184-61.2% | $62,881-54.2% |
| Participation rate | 84.2% | 72.7%+11.5pp | 76.6%+7.6pp | 69.3%+14.9pp |
| Annual return | -3.17% | 21.38%-24.5pp | 17.74%-20.9pp | 20.14%-23.3pp |
| Employer contribution / active EE | $502 | $1,680-70.1% | $2,370-78.8% | $2,281-78.0% |
| Participant deferral / active EE | $3,856 | $2,856+35.0% | $3,550+8.6% | $3,203+20.4% |
| Admin fee / account holder | $636 | $4,261-85.1% | $5,586-88.6% | $4,296-85.2% |