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 | $61,814 | $57,590+7.3% | $86,233-28.3% | $82,448-25.0% |
| Participation rate | 95.8% | 57.9%+38.0pp | 69.0%+26.8pp | 68.1%+27.8pp |
| Annual return | 10.96% | 22.41%-11.5pp | 61.39%-50.4pp | 41.64%-30.7pp |
| Employer contribution / active EE | $10,417 | $1,655+529.3% | $2,504+315.9% | $2,551+308.3% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,533 | $4,730-67.6% | $8,342-81.6% | $7,234-78.8% |