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 | $24,770 | $77,920-68.2% | $149,723-83.5% | $75,177-67.1% |
| Participation rate | 98.5% | 65.6%+32.9pp | 78.8%+19.8pp | 67.2%+31.3pp |
| Annual return | 12.82% | 31.72%-18.9pp | 134.50%-121.7pp | 160.75%-147.9pp |
| Employer contribution / active EE | $3,823 | $3,138+21.8% | $4,821-20.7% | $2,671+43.1% |
| Participant deferral / active EE | $1,504 | $3,411-55.9% | $5,682-73.5% | $4,126-63.5% |
| Admin fee / account holder | $840 | $5,951-85.9% | $13,215-93.6% | $5,651-85.1% |