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 | $20,058 | $51,184-60.8% | $66,439-69.8% | $86,983-76.9% |
| Participation rate | 75.6% | 68.5%+7.1pp | 74.5%+1.1pp | 69.5%+6.1pp |
| Annual return | 10.13% | 17.07%-6.9pp | 757.66%-747.5pp | 25.83%-15.7pp |
| Employer contribution / active EE | $952 | $2,023-52.9% | $2,637-63.9% | $2,584-63.2% |
| Participant deferral / active EE | $1,578 | $2,927-46.1% | $3,876-59.3% | $4,194-62.4% |
| Admin fee / account holder | $4,316 | $4,154+3.9% | $6,173-30.1% | $7,856-45.1% |