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 | $61,020 | $76,564-20.3% | $105,582-42.2% | $94,015-35.1% |
| Participation rate | 96.3% | 65.2%+31.1pp | 71.8%+24.5pp | 70.8%+25.5pp |
| Annual return | 9.49% | 20.69%-11.2pp | 18.61%-9.1pp | 17.84%-8.4pp |
| Employer contribution / active EE | $2,695 | $1,995+35.1% | $2,984-9.7% | $2,790-3.4% |
| Participant deferral / active EE | $4,484 | $3,320+35.1% | $4,353+3.0% | $4,249+5.5% |
| Admin fee / account holder | $3,312 | $7,129-53.5% | $12,856-74.2% | $8,951-63.0% |