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 | $34,018 | $106,864-68.2% | $147,318-76.9% | $82,637-58.8% |
| Participation rate | 73.2% | 75.5%-2.3pp | 82.1%-8.9pp | 68.1%+5.1pp |
| Annual return | 8.75% | 27.49%-18.7pp | 70.43%-61.7pp | 53.51%-44.8pp |
| Employer contribution / active EE | $4,042 | $3,417+18.3% | $4,593-12.0% | $2,552+58.4% |
| Participant deferral / active EE | $4,547 | $6,496-30.0% | $7,906-42.5% | $4,126+10.2% |
| Admin fee / account holder | $22,481 | $8,415+167.2% | $13,708+64.0% | $7,339+206.3% |