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 | $45,836 | $63,354-27.7% | $94,105-51.3% | $82,637-44.5% |
| Participation rate | 85.7% | 63.8%+21.9pp | 71.9%+13.8pp | 68.1%+17.7pp |
| Annual return | 10.89% | 34.36%-23.5pp | 204.55%-193.7pp | 53.51%-42.6pp |
| Employer contribution / active EE | $1,515 | $1,760-13.9% | $2,504-39.5% | $2,552-40.6% |
| Participant deferral / active EE | $2,809 | $2,873-2.2% | $3,881-27.6% | $4,126-31.9% |
| Admin fee / account holder | $407 | $5,073-92.0% | $6,199-93.4% | $7,339-94.5% |