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 | $63,233 | $73,787-14.3% | $98,716-35.9% | $82,448-23.3% |
| Participation rate | 76.1% | 61.4%+14.7pp | 69.3%+6.8pp | 68.1%+8.0pp |
| Annual return | 12.17% | 18.57%-6.4pp | 31.81%-19.6pp | 41.64%-29.5pp |
| Employer contribution / active EE | $543 | $1,511-64.0% | $2,279-76.1% | $2,551-78.7% |
| Participant deferral / active EE | $3,806 | $3,081+23.5% | $4,048-6.0% | $4,139-8.0% |
| Admin fee / account holder | $1,709 | $6,500-73.7% | $8,703-80.4% | $7,234-76.4% |