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 | $24,368 | $77,634-68.6% | $156,550-84.4% | $62,891-61.3% |
| Participation rate | 94.3% | 71.2%+23.1pp | 84.0%+10.3pp | 69.3%+25.0pp |
| Annual return | -2.16% | 50.32%-52.5pp | 32.23%-34.4pp | 20.14%-22.3pp |
| Employer contribution / active EE | $2,225 | $3,444-35.4% | $5,501-59.5% | $2,281-2.4% |
| Participant deferral / active EE | $3,039 | $3,045-0.2% | $4,871-37.6% | $3,203-5.1% |
| Admin fee / account holder | $2,970 | $5,561-46.6% | $13,028-77.2% | $4,296-30.9% |