Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,888 | $57,119-63.4% | $85,187-75.5% | $80,935-74.2% |
| Participation rate | 96.2% | 56.4%+39.7pp | 67.5%+28.6pp | 67.7%+28.5pp |
| Annual return | 8.54% | 21.70%-13.2pp | 66.67%-58.1pp | 35.66%-27.1pp |
| Employer contribution / active EE | $1,529 | $1,802-15.1% | $2,732-44.1% | $2,757-44.5% |
| Participant deferral / active EE | $3,513 | $3,115+12.8% | $4,525-22.4% | $4,299-18.3% |
| Admin fee / account holder | $1,327 | $4,990-73.4% | $6,162-78.5% | $6,924-80.8% |