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 | $33,628 | $77,814-56.8% | $158,223-78.7% | $86,983-61.3% |
| Participation rate | 92.6% | 68.4%+24.2pp | 79.2%+13.4pp | 69.5%+23.1pp |
| Annual return | 8.49% | 30.54%-22.1pp | 52.09%-43.6pp | 25.83%-17.3pp |
| Employer contribution / active EE | $1,667 | $2,592-35.7% | $4,109-59.4% | $2,584-35.5% |
| Participant deferral / active EE | $3,999 | $3,270+22.3% | $5,467-26.8% | $4,194-4.6% |
| Admin fee / account holder | $5,168 | $5,879-12.1% | $16,047-67.8% | $7,856-34.2% |