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 | $39,922 | $89,364-55.3% | $141,177-71.7% | $72,983-45.3% |
| Participation rate | 78.2% | 75.1%+3.1pp | 82.5%-4.3pp | 69.5%+8.7pp |
| Annual return | 18.76% | 111.86%-93.1pp | 71.40%-52.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $2,314 | $3,115-25.7% | $4,736-51.1% | $2,440-5.1% |
| Participant deferral / active EE | $4,029 | $5,419-25.6% | $6,710-40.0% | $3,608+11.7% |
| Admin fee / account holder | $469 | $5,959-92.1% | $10,263-95.4% | $5,124-90.8% |