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 | $40,836 | $100,194-59.2% | $122,979-66.8% | $86,983-53.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 8.49% | 16.47%-8.0pp | 20.12%-11.6pp | 25.83%-17.3pp |
| Employer contribution / active EE | $6,052 | $2,326+160.3% | $3,062+97.6% | $2,584+134.2% |
| Participant deferral / active EE | $4,048 | $4,133-2.1% | $5,003-19.1% | $4,194-3.5% |
| Admin fee / account holder | $1,681 | $10,148-83.4% | $12,864-86.9% | $7,856-78.6% |