Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,942 | $65,961-62.2% | $180,320-86.2% | $94,015-73.5% |
| Participation rate | 78.4% | 61.3%+17.1pp | 71.5%+6.8pp | 70.8%+7.6pp |
| Annual return | 10.44% | 14.27%-3.8pp | 778.54%-768.1pp | 17.84%-7.4pp |
| Employer contribution / active EE | $879 | $1,737-49.4% | $4,108-78.6% | $2,790-68.5% |
| Participant deferral / active EE | $3,145 | $3,003+4.7% | $4,304-26.9% | $4,249-26.0% |
| Admin fee / account holder | $2,449 | $4,901-50.0% | $10,000-75.5% | $8,951-72.6% |