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 | $34,870 | $51,222-31.9% | $70,544-50.6% | $75,173-53.6% |
| Participation rate | 74.6% | 61.0%+13.6pp | 68.4%+6.2pp | 67.2%+7.4pp |
| Annual return | 12.93% | 30.06%-17.1pp | 32.79%-19.9pp | 160.72%-147.8pp |
| Employer contribution / active EE | $1,907 | $1,827+4.4% | $2,976-35.9% | $2,671-28.6% |
| Participant deferral / active EE | $2,781 | $2,850-2.4% | $4,568-39.1% | $4,126-32.6% |
| Admin fee / account holder | $4,265 | $4,096+4.1% | $6,427-33.6% | $5,651-24.5% |