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 | $61,796 | $50,554+22.2% | $67,681-8.7% | $87,485-29.4% |
| Participation rate | 84.8% | 67.7%+17.1pp | 73.7%+11.1pp | 68.9%+15.9pp |
| Annual return | 9.46% | 17.81%-8.4pp | 590.58%-581.1pp | 26.06%-16.6pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,863 | $2,961-3.3% | $3,976-28.0% | $4,274-33.0% |
| Admin fee / account holder | $8,022 | $4,132+94.1% | $6,100+31.5% | $7,775+3.2% |