Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,084 | $48,314-64.6% | $67,561-74.7% | $80,925-78.9% |
| Participation rate | 78.7% | 66.4%+12.3pp | 72.9%+5.7pp | 67.7%+11.0pp |
| Annual return | 10.98% | 18.28%-7.3pp | 3525.44%-3514.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $695 | $2,022-65.6% | $2,735-74.6% | $2,756-74.8% |
| Participant deferral / active EE | $1,417 | $2,927-51.6% | $4,003-64.6% | $4,299-67.0% |
| Admin fee / account holder | $1,179 | $3,690-68.0% | $4,006-70.6% | $6,940-83.0% |