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 | $61,770 | $67,411-8.4% | $91,004-32.1% | $70,126-11.9% |
| Participation rate | 96.9% | 71.4%+25.5pp | 75.6%+21.3pp | 69.5%+27.3pp |
| Annual return | 10.57% | -40.16%+50.7pp | 4.60%+6.0pp | 73.15%-62.6pp |
| Employer contribution / active EE | $800 | $1,786-55.2% | $2,456-67.4% | $2,343-65.8% |
| Participant deferral / active EE | $2,974 | $2,823+5.4% | $3,548-16.2% | $3,332-10.7% |
| Admin fee / account holder | $3,280 | $4,236-22.6% | $5,417-39.5% | $4,645-29.4% |