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 | $63,023 | $108,825-42.1% | $156,181-59.6% | $82,448-23.6% |
| Participation rate | 72.2% | 72.4%-0.1pp | 78.8%-6.6pp | 68.1%+4.2pp |
| Annual return | 7.68% | 20.59%-12.9pp | 64.87%-57.2pp | 41.64%-34.0pp |
| Employer contribution / active EE | $1,215 | $2,870-57.7% | $4,294-71.7% | $2,551-52.4% |
| Participant deferral / active EE | $2,027 | $4,577-55.7% | $6,132-66.9% | $4,139-51.0% |
| Admin fee / account holder | $4,429 | $9,341-52.6% | $14,586-69.6% | $7,234-38.8% |