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 | $49,669 | $75,541-34.2% | $152,093-67.3% | $82,637-39.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 2.30% | 32.56%-30.3pp | 66.36%-64.1pp | 53.51%-51.2pp |
| Employer contribution / active EE | $2,338 | $2,622-10.8% | $4,175-44.0% | $2,552-8.4% |
| Participant deferral / active EE | $1,013 | $3,206-68.4% | $5,451-81.4% | $4,126-75.4% |
| Admin fee / account holder | $408 | $6,405-93.6% | $14,497-97.2% | $7,339-94.4% |