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 | $61,998 | $199,109-68.9% | $173,730-64.3% | $154,746-59.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.00% | 20.02%-13.0pp | 19.96%-13.0pp | 172.34%-165.3pp |
| Employer contribution / active EE | $1,542 | $5,311-71.0% | $4,577-66.3% | $4,379-64.8% |
| Participant deferral / active EE | $4,066 | $7,113-42.8% | $6,326-35.7% | $6,730-39.6% |
| Admin fee / account holder | $911 | $20,916-95.6% | $17,523-94.8% | $14,365-93.7% |