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 | $28,410 | $58,848-51.7% | $88,179-67.8% | $82,637-65.6% |
| Participation rate | 82.6% | 57.9%+24.7pp | 69.1%+13.5pp | 68.1%+14.6pp |
| Annual return | 3.93% | 22.76%-18.8pp | 64.97%-61.0pp | 53.51%-49.6pp |
| Employer contribution / active EE | $7,653 | $1,678+355.9% | $2,549+200.2% | $2,552+199.8% |
| Participant deferral / active EE | $1,075 | $3,124-65.6% | $4,614-76.7% | $4,126-74.0% |
| Admin fee / account holder | $3,471 | $4,795-27.6% | $7,673-54.8% | $7,339-52.7% |