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 | $8,906 | $55,902-84.1% | $76,030-88.3% | $80,959-89.0% |
| Participation rate | 93.1% | 62.1%+31.0pp | 69.1%+24.0pp | 67.7%+25.4pp |
| Annual return | 8.43% | 20.59%-12.2pp | 361.54%-353.1pp | 35.67%-27.2pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,684 | $3,051-12.0% | $4,257-36.9% | $4,300-37.6% |
| Admin fee / account holder | $2,322 | $5,239-55.7% | $6,421-63.8% | $6,925-66.5% |