Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $10,569 | $24,618-57.1% | $71,585-85.2% | $82,637-87.2% |
| Participation rate | 95.4% | 68.2%+27.2pp | 68.2%+27.2pp | 68.1%+27.3pp |
| Annual return | 13.02% | 93.17%-80.1pp | 59.26%-46.2pp | 53.51%-40.5pp |
| Employer contribution / active EE | $742 | $852-12.9% | $1,669-55.5% | $2,552-70.9% |
| Participant deferral / active EE | $1,450 | $1,720-15.7% | $2,923-50.4% | $4,126-64.9% |
| Admin fee / account holder | $1,925 | $3,285-41.4% | $4,712-59.2% | $7,339-73.8% |