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 | $26,113 | $49,976-47.7% | $66,674-60.8% | $82,637-68.4% |
| Participation rate | 84.4% | 63.1%+21.3pp | 73.7%+10.7pp | 68.1%+16.3pp |
| Annual return | 12.99% | 39.09%-26.1pp | 321.24%-308.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $1,167 | $1,988-41.3% | $2,620-55.5% | $2,552-54.3% |
| Participant deferral / active EE | $2,513 | $2,847-11.7% | $4,084-38.5% | $4,126-39.1% |
| Admin fee / account holder | $968 | $4,594-78.9% | $5,098-81.0% | $7,339-86.8% |