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 | $73,302 | $96,731-24.2% | $123,973-40.9% | $86,983-15.7% |
| Participation rate | 76.5% | 70.0%+6.5pp | 76.7%-0.2pp | 69.5%+6.9pp |
| Annual return | 6.62% | 17.33%-10.7pp | 388.13%-381.5pp | 25.83%-19.2pp |
| Employer contribution / active EE | $1,448 | $3,297-56.1% | $4,126-64.9% | $2,584-44.0% |
| Participant deferral / active EE | $3,504 | $4,152-15.6% | $5,247-33.2% | $4,194-16.4% |
| Admin fee / account holder | $26,770 | $8,722+206.9% | $11,799+126.9% | $7,856+240.8% |