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 | $31,730 | $101,618-68.8% | $93,063-65.9% | $137,256-76.9% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 9.66% | 223.95%-214.3pp | 34.15%-24.5pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,639 | $2,707-39.5% | $2,476-33.8% | $4,156-60.6% |
| Participant deferral / active EE | $3,320 | $4,279-22.4% | $3,958-16.1% | $6,407-48.2% |
| Admin fee / account holder | $8,120 | $6,198+31.0% | $6,033+34.6% | $12,270-33.8% |