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 | $50,476 | $94,031-46.3% | $115,768-56.4% | $82,448-38.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 11.26% | 20.61%-9.3pp | 100.46%-89.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,333 | $2,323-42.6% | $2,940-54.7% | $2,551-47.8% |
| Participant deferral / active EE | $4,557 | $3,972+14.7% | $4,917-7.3% | $4,139+10.1% |
| Admin fee / account holder | $12,082 | $10,249+17.9% | $12,439-2.9% | $7,234+67.0% |