Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $41,922 | $155,555-73.1% | $146,866-71.5% | $155,188-73.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 10.01% | 115.41%-105.4pp | 102.85%-92.8pp | 148.84%-138.8pp |
| Employer contribution / active EE | $3,755 | $4,647-19.2% | $4,425-15.1% | $4,248-11.6% |
| Participant deferral / active EE | $6,059 | $8,044-24.7% | $7,759-21.9% | $6,531-7.2% |
| Admin fee / account holder | $5,313 | $14,755-64.0% | $13,620-61.0% | $14,480-63.3% |