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 | $8,207 | $76,407-89.3% | $150,298-94.5% | $82,448-90.0% |
| Participation rate | 86.2% | 66.4%+19.8pp | 77.8%+8.4pp | 68.1%+18.1pp |
| Annual return | 11.98% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $1,044 | $2,614-60.1% | $4,154-74.9% | $2,551-59.1% |
| Participant deferral / active EE | $1,655 | $3,214-48.5% | $5,453-69.6% | $4,139-60.0% |
| Admin fee / account holder | $2,064 | $6,352-67.5% | $14,116-85.4% | $7,234-71.5% |