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 | $72,686 | $81,276-10.6% | $155,574-53.3% | $80,925-10.2% |
| Participation rate | 70.7% | 66.2%+4.5pp | 78.2%-7.5pp | 67.7%+3.1pp |
| Annual return | 9.73% | 33.36%-23.6pp | 64.87%-55.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $2,204 | $3,103-29.0% | $4,676-52.9% | $2,756-20.0% |
| Participant deferral / active EE | $5,275 | $3,453+52.8% | $5,629-6.3% | $4,299+22.7% |
| Admin fee / account holder | $12,932 | $7,993+61.8% | $15,914-18.7% | $6,940+86.3% |