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 | $22,529 | $64,359-65.0% | $90,161-75.0% | $70,126-67.9% |
| Participation rate | 73.5% | 70.4%+3.1pp | 76.9%-3.3pp | 69.5%+4.0pp |
| Annual return | 13.40% | 28.13%-14.7pp | 34.89%-21.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,589 | $2,046-22.3% | $3,318-52.1% | $2,343-32.2% |
| Participant deferral / active EE | $2,166 | $4,389-50.6% | $5,287-59.0% | $3,332-35.0% |
| Admin fee / account holder | $3,342 | $3,945-15.3% | $5,943-43.8% | $4,645-28.1% |