Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,484 | $111,878-81.7% | $93,727-78.1% | $145,897-86.0% |
| Participation rate | 82.6% | 74.2%+8.4pp | 68.7%+13.9pp | 80.3%+2.3pp |
| Annual return | 7.19% | 204.28%-197.1pp | 133.83%-126.6pp | 552.29%-545.1pp |
| Employer contribution / active EE | $965 | $3,092-68.8% | $2,421-60.1% | $4,663-79.3% |
| Participant deferral / active EE | $3,350 | $4,920-31.9% | $4,417-24.2% | $6,689-49.9% |
| Admin fee / account holder | $5,449 | $10,256-46.9% | $8,292-34.3% | $13,390-59.3% |