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 | $30,641 | $77,574-60.5% | $108,753-71.8% | $86,983-64.8% |
| Participation rate | 98.7% | 62.3%+36.4pp | 71.1%+27.6pp | 69.5%+29.2pp |
| Annual return | 6.66% | 18.42%-11.8pp | 37.47%-30.8pp | 25.83%-19.2pp |
| Employer contribution / active EE | $974 | $1,611-39.5% | $2,427-59.9% | $2,584-62.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $11,302 | $6,529+73.1% | $10,320+9.5% | $7,856+43.9% |