Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,078 | $110,410-74.6% | $102,437-72.6% | $145,897-80.8% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 2.69% | 24.85%-22.2pp | 24.95%-22.3pp | 552.29%-549.6pp |
| Employer contribution / active EE | $2,242 | $4,217-46.8% | $3,871-42.1% | $4,663-51.9% |
| Participant deferral / active EE | $6,730 | $5,622+19.7% | $5,060+33.0% | $6,689+0.6% |
| Admin fee / account holder | $787 | $9,745-91.9% | $8,388-90.6% | $13,390-94.1% |