Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,331 | $154,228-86.8% | $145,433-86.0% | $137,256-85.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 3.76% | 74.59%-70.8pp | 66.58%-62.8pp | 220.34%-216.6pp |
| Employer contribution / active EE | $1,720 | $4,804-64.2% | $4,554-62.2% | $4,156-58.6% |
| Participant deferral / active EE | $4,920 | $8,216-40.1% | $7,897-37.7% | $6,407-23.2% |
| Admin fee / account holder | $623 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |