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 | $46,340 | $90,486-48.8% | $78,676-41.1% | $273,972-83.1% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | -10.50% | 75.62%-86.1pp | 62.19%-72.7pp | 41.46%-52.0pp |
| Employer contribution / active EE | $186 | $3,175-94.2% | $2,850-93.5% | $4,869-96.2% |
| Participant deferral / active EE | $1,857 | $3,901-52.4% | $3,517-47.2% | $5,287-64.9% |
| Admin fee / account holder | $5,828 | $5,263+10.7% | $4,510+29.2% | $10,133-42.5% |