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 | $14,839 | $27,936-46.9% | $58,561-74.7% | $75,173-80.3% |
| Participation rate | 75.0% | 38.8%+36.2pp | 50.9%+24.1pp | 67.2%+7.8pp |
| Annual return | 10.58% | 44.21%-33.6pp | 4251.33%-4240.7pp | 160.72%-150.1pp |
| Employer contribution / active EE | $1,038 | $670+55.0% | $1,053-1.5% | $2,671-61.1% |
| Participant deferral / active EE | $2,551 | $1,202+112.3% | $1,923+32.7% | $4,126-38.2% |
| Admin fee / account holder | $3,926 | $1,727+127.4% | $2,520+55.8% | $5,651-30.5% |