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 | $54,924 | $77,574-29.2% | $108,753-49.5% | $86,983-36.9% |
| Participation rate | 75.0% | 62.3%+12.7pp | 71.1%+3.9pp | 69.5%+5.5pp |
| Annual return | 11.14% | 18.42%-7.3pp | 37.47%-26.3pp | 25.83%-14.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,347 | $3,128-25.0% | $4,115-43.0% | $4,194-44.0% |
| Admin fee / account holder | $1,164 | $6,529-82.2% | $10,320-88.7% | $7,856-85.2% |