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 | $63,703-28.0% | $93,063-50.7% | $82,448-44.4% |
| Participation rate | 85.7% | 63.8%+21.9pp | 72.1%+13.6pp | 68.1%+17.6pp |
| Annual return | 10.89% | -775.43%+786.3pp | 34.15%-23.3pp | 41.64%-30.7pp |
| Employer contribution / active EE | $1,515 | $1,729-12.4% | $2,476-38.8% | $2,551-40.6% |
| Participant deferral / active EE | $2,809 | $2,919-3.8% | $3,958-29.0% | $4,139-32.1% |
| Admin fee / account holder | $407 | $5,982-93.2% | $6,033-93.3% | $7,234-94.4% |