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 | $31,885 | $75,541-57.8% | $152,093-79.0% | $82,637-61.4% |
| Participation rate | 81.4% | 66.5%+14.9pp | 77.8%+3.7pp | 68.1%+13.4pp |
| Annual return | 12.47% | 32.56%-20.1pp | 66.36%-53.9pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,566 | $2,622-40.3% | $4,175-62.5% | $2,552-38.6% |
| Participant deferral / active EE | $3,898 | $3,206+21.6% | $5,451-28.5% | $4,126-5.5% |
| Admin fee / account holder | $2,075 | $6,405-67.6% | $14,497-85.7% | $7,339-71.7% |