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 | $14,528 | $91,198-84.1% | $178,503-91.9% | $79,856-81.8% |
| Participation rate | 81.5% | 69.2%+12.3pp | 81.9%-0.4pp | 69.6%+11.8pp |
| Annual return | 3.14% | 24.20%-21.1pp | 151.12%-148.0pp | 31.71%-28.6pp |
| Employer contribution / active EE | $909 | $3,257-72.1% | $5,011-81.9% | $2,471-63.2% |
| Participant deferral / active EE | $1,123 | $3,237-65.3% | $5,202-78.4% | $3,741-70.0% |
| Admin fee / account holder | $2,147 | $6,748-68.2% | $13,987-84.6% | $5,306-59.5% |