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 | $56,455 | $106,749-47.1% | $145,433-61.2% | $82,448-31.5% |
| Participation rate | 71.1% | 75.6%-4.5pp | 82.1%-11.0pp | 68.1%+3.0pp |
| Annual return | 13.36% | 27.59%-14.2pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,708 | $3,444-50.4% | $4,554-62.5% | $2,551-33.1% |
| Participant deferral / active EE | $4,439 | $6,519-31.9% | $7,897-43.8% | $4,139+7.2% |
| Admin fee / account holder | $9,466 | $8,390+12.8% | $13,129-27.9% | $7,234+30.8% |