Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,473 | $77,814-80.1% | $158,223-90.2% | $86,983-82.2% |
| Participation rate | 75.3% | 68.4%+6.9pp | 79.2%-3.9pp | 69.5%+5.8pp |
| Annual return | 10.33% | 30.54%-20.2pp | 52.09%-41.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,883 | $2,592-27.3% | $4,109-54.2% | $2,584-27.1% |
| Participant deferral / active EE | $1,268 | $3,270-61.2% | $5,467-76.8% | $4,194-69.8% |
| Admin fee / account holder | $3,114 | $5,879-47.0% | $16,047-80.6% | $7,856-60.4% |