Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $23,422 | $49,976-53.1% | $66,674-64.9% | $82,637-71.7% |
| Participation rate | 97.7% | 63.1%+34.6pp | 73.7%+24.1pp | 68.1%+29.7pp |
| Annual return | 10.38% | 39.09%-28.7pp | 321.24%-310.9pp | 53.51%-43.1pp |
| Employer contribution / active EE | $718 | $1,988-63.9% | $2,620-72.6% | $2,552-71.9% |
| Participant deferral / active EE | $2,424 | $2,847-14.8% | $4,084-40.6% | $4,126-41.3% |
| Admin fee / account holder | $3,100 | $4,594-32.5% | $5,098-39.2% | $7,339-57.8% |