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 | $68,163 | $100,003-31.8% | $146,685-53.5% | $85,856-20.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.66% | 18.93%-8.3pp | 22.75%-12.1pp | 318.58%-307.9pp |
| Employer contribution / active EE | $1,500 | $2,559-41.4% | $4,137-63.7% | $2,565-41.5% |
| Participant deferral / active EE | $2,336 | $4,006-41.7% | $5,507-57.6% | $3,952-40.9% |
| Admin fee / account holder | $2,152 | $7,704-72.1% | $10,281-79.1% | $6,261-65.6% |