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 | $27,879 | $77,638-64.1% | $156,551-82.2% | $62,881-55.7% |
| Participation rate | 95.5% | 71.2%+24.3pp | 84.0%+11.4pp | 69.3%+26.1pp |
| Annual return | -1.13% | 50.33%-51.5pp | 32.23%-33.4pp | 20.14%-21.3pp |
| Employer contribution / active EE | $3,852 | $3,444+11.8% | $5,501-30.0% | $2,281+68.9% |
| Participant deferral / active EE | $1,108 | $3,046-63.6% | $4,871-77.3% | $3,203-65.4% |
| Admin fee / account holder | $535 | $5,561-90.4% | $13,028-95.9% | $4,296-87.6% |