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 | $45,095 | $81,276-44.5% | $155,574-71.0% | $80,925-44.3% |
| Participation rate | 94.5% | 66.2%+28.3pp | 78.2%+16.3pp | 67.7%+26.9pp |
| Annual return | 9.59% | 33.36%-23.8pp | 64.87%-55.3pp | 35.65%-26.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,121 | $3,453-9.6% | $5,629-44.6% | $4,299-27.4% |
| Admin fee / account holder | $1,786 | $7,993-77.7% | $15,914-88.8% | $6,940-74.3% |