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 | $27,630 | $56,116-50.8% | $135,768-79.6% | $86,983-68.2% |
| Participation rate | 87.3% | 60.1%+27.2pp | 71.1%+16.2pp | 69.5%+17.8pp |
| Annual return | 11.12% | 125.33%-114.2pp | 526.10%-515.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $1,513 | $1,528-1.0% | $3,394-55.4% | $2,584-41.5% |
| Participant deferral / active EE | $2,211 | $2,690-17.8% | $3,977-44.4% | $4,194-47.3% |
| Admin fee / account holder | $2,523 | $4,314-41.5% | $7,048-64.2% | $7,856-67.9% |