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 | $35,861 | $65,361-45.1% | $92,903-61.4% | $72,983-50.9% |
| Participation rate | 71.4% | 68.3%+3.1pp | 76.0%-4.6pp | 69.5%+1.9pp |
| Annual return | 5.05% | 42.11%-37.1pp | 109.43%-104.4pp | 81.01%-76.0pp |
| Employer contribution / active EE | $1,885 | $2,594-27.3% | $3,653-48.4% | $2,440-22.8% |
| Participant deferral / active EE | $2,776 | $3,128-11.3% | $4,238-34.5% | $3,608-23.0% |
| Admin fee / account holder | $7,762 | $4,251+82.6% | $5,795+34.0% | $5,124+51.5% |