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 | $61,461 | $176,838-65.2% | $146,685-58.1% | $167,518-63.3% |
| Participation rate | 78.9% | 83.6%-4.7pp | 80.1%-1.1pp | 82.1%-3.2pp |
| Annual return | 8.08% | 24.04%-16.0pp | 22.75%-14.7pp | 478.71%-470.6pp |
| Employer contribution / active EE | $1,398 | $5,161-72.9% | $4,137-66.2% | $4,838-71.1% |
| Participant deferral / active EE | $2,900 | $6,441-55.0% | $5,507-47.3% | $6,342-54.3% |
| Admin fee / account holder | $318 | $13,262-97.6% | $10,281-96.9% | $12,312-97.4% |