Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,400 | $57,590-87.2% | $86,233-91.4% | $82,448-91.0% |
| Participation rate | 94.1% | 57.9%+36.3pp | 69.0%+25.1pp | 68.1%+26.0pp |
| Annual return | 12.95% | 22.41%-9.5pp | 61.39%-48.4pp | 41.64%-28.7pp |
| Employer contribution / active EE | $781 | $1,655-52.8% | $2,504-68.8% | $2,551-69.4% |
| Participant deferral / active EE | $2,074 | $3,080-32.7% | $4,559-54.5% | $4,139-49.9% |
| Admin fee / account holder | $1,997 | $4,730-57.8% | $8,342-76.1% | $7,234-72.4% |