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 | $32,660 | $126,661-74.2% | $113,397-71.2% | $138,895-76.5% |
| Participation rate | 76.9% | 79.4%-2.5pp | 76.5%+0.4pp | 79.9%-3.0pp |
| Annual return | 8.57% | 25.05%-16.5pp | 23.20%-14.6pp | 145.39%-136.8pp |
| Employer contribution / active EE | $1,664 | $3,456-51.8% | $2,977-44.1% | $4,194-60.3% |
| Participant deferral / active EE | $2,479 | $5,693-56.5% | $5,076-51.2% | $6,396-61.2% |
| Admin fee / account holder | $36,310 | $14,549+149.6% | $11,957+203.7% | $12,562+189.0% |