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 | $76,219 | $102,245-25.5% | $89,340-14.7% | $137,256-44.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 7.53% | 21.89%-14.4pp | 20.57%-13.0pp | 220.34%-212.8pp |
| Employer contribution / active EE | $743 | $2,529-70.6% | $2,231-66.7% | $4,156-82.1% |
| Participant deferral / active EE | $1,823 | $4,436-58.9% | $3,823-52.3% | $6,407-71.5% |
| Admin fee / account holder | $4,839 | $8,085-40.2% | $6,704-27.8% | $12,270-60.6% |