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 | $25,519 | $52,911-51.8% | $73,309-65.2% | $59,633-57.2% |
| Participation rate | 71.9% | 68.2%+3.7pp | 74.9%-3.0pp | 68.7%+3.3pp |
| Annual return | -2.90% | 12.20%-15.1pp | 5.67%-8.6pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $1,338 | $1,909-29.9% | $3,237-58.7% | $2,203-39.2% |
| Participant deferral / active EE | $4,922 | $4,069+20.9% | $4,991-1.4% | $3,192+54.2% |
| Admin fee / account holder | $3,053 | $3,835-20.4% | $5,635-45.8% | $4,297-28.9% |