Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,727 | $99,995-79.3% | $85,063-75.6% | $145,978-85.8% |
| Participation rate | 84.6% | 74.1%+10.5pp | 67.5%+17.1pp | 80.3%+4.3pp |
| Annual return | 2.81% | 83.99%-81.2pp | 66.54%-63.7pp | 550.52%-547.7pp |
| Employer contribution / active EE | $1,760 | $3,231-45.5% | $2,727-35.5% | $4,662-62.2% |
| Participant deferral / active EE | $3,027 | $5,295-42.8% | $4,523-33.1% | $6,690-54.8% |
| Admin fee / account holder | $2,021 | $7,255-72.1% | $6,155-67.2% | $13,400-84.9% |