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 | $75,541-79.5% | $152,093-89.8% | $82,637-81.3% |
| Participation rate | 75.3% | 66.5%+8.8pp | 77.8%-2.4pp | 68.1%+7.3pp |
| Annual return | 10.33% | 32.56%-22.2pp | 66.36%-56.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $1,883 | $2,622-28.2% | $4,175-54.9% | $2,552-26.2% |
| Participant deferral / active EE | $1,268 | $3,206-60.4% | $5,451-76.7% | $4,126-69.3% |
| Admin fee / account holder | $3,114 | $6,405-51.4% | $14,497-78.5% | $7,339-57.6% |