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 | $95,453-57.2% | $112,040-63.6% | $82,448-50.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.49% | 23.92%-15.4pp | 24.52%-16.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $6,052 | $2,318+161.1% | $2,954+104.9% | $2,551+137.3% |
| Participant deferral / active EE | $4,048 | $4,224-4.2% | $5,098-20.6% | $4,139-2.2% |
| Admin fee / account holder | $1,681 | $9,013-81.3% | $12,098-86.1% | $7,234-76.8% |