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 | $31,842 | $76,407-58.3% | $150,298-78.8% | $82,448-61.4% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 12.50% | 39.99%-27.5pp | 62.79%-50.3pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,707 | $2,614-34.7% | $4,154-58.9% | $2,551-33.1% |
| Participant deferral / active EE | $2,089 | $3,214-35.0% | $5,453-61.7% | $4,139-49.5% |
| Admin fee / account holder | $3,327 | $6,352-47.6% | $14,116-76.4% | $7,234-54.0% |