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 | $36,485 | $90,674-59.8% | $96,707-62.3% | $82,448-55.7% |
| Participation rate | 85.5% | 75.9%+9.6pp | 80.4%+5.2pp | 68.1%+17.4pp |
| Annual return | 13.52% | 49.05%-35.5pp | 34.78%-21.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,068 | $3,975-22.8% | $4,191-26.8% | $2,551+20.3% |
| Participant deferral / active EE | $0 | $5,696-100.0% | $5,997-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,173 | $7,568-31.6% | $7,503-31.1% | $7,234-28.5% |