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 | $72,938 | $99,875-27.0% | $146,866-50.3% | $86,983-16.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 5.15% | 28.10%-22.9pp | 102.85%-97.7pp | 25.83%-20.7pp |
| Employer contribution / active EE | $3,694 | $3,224+14.6% | $4,425-16.5% | $2,584+42.9% |
| Participant deferral / active EE | $4,151 | $6,322-34.3% | $7,759-46.5% | $4,194-1.0% |
| Admin fee / account holder | $3,391 | $7,838-56.7% | $13,620-75.1% | $7,856-56.8% |