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 | $65,453 | $114,712-42.9% | $173,730-62.3% | $87,485-25.2% |
| Participation rate | 93.3% | 73.0%+20.3pp | 79.6%+13.8pp | 68.9%+24.4pp |
| Annual return | 9.40% | 20.18%-10.8pp | 19.96%-10.6pp | 26.06%-16.7pp |
| Employer contribution / active EE | $1,816 | $2,904-37.5% | $4,577-60.3% | $2,596-30.0% |
| Participant deferral / active EE | $3,571 | $4,642-23.1% | $6,326-43.6% | $4,274-16.5% |
| Admin fee / account holder | $571 | $10,210-94.4% | $17,523-96.7% | $7,775-92.7% |