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 | $50,386 | $80,985-37.8% | $96,576-47.8% | $75,181-33.0% |
| Participation rate | 72.4% | 71.8%+0.6pp | 76.0%-3.6pp | 67.2%+5.2pp |
| Annual return | 8.58% | 27.05%-18.5pp | 25.87%-17.3pp | 160.69%-152.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,495 | $3,929-36.5% | $4,851-48.6% | $4,126-39.5% |
| Admin fee / account holder | $902 | $6,719-86.6% | $8,253-89.1% | $5,650-84.0% |