Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,960 | $154,228-85.1% | $145,433-84.2% | $137,256-83.3% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 11.94% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,974 | $4,804-58.9% | $4,554-56.7% | $4,156-52.5% |
| Participant deferral / active EE | $3,047 | $8,216-62.9% | $7,897-61.4% | $6,407-52.4% |
| Admin fee / account holder | $2,843 | $14,344-80.2% | $13,129-78.3% | $12,270-76.8% |