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 | $29,903 | $49,976-40.2% | $66,674-55.2% | $82,637-63.8% |
| Participation rate | 80.2% | 63.1%+17.2pp | 73.7%+6.6pp | 68.1%+12.2pp |
| Annual return | 11.94% | 39.09%-27.2pp | 321.24%-309.3pp | 53.51%-41.6pp |
| Employer contribution / active EE | $598 | $1,988-69.9% | $2,620-77.2% | $2,552-76.6% |
| Participant deferral / active EE | $3,557 | $2,847+25.0% | $4,084-12.9% | $4,126-13.8% |
| Admin fee / account holder | $6,541 | $4,594+42.4% | $5,098+28.3% | $7,339-10.9% |