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 | $47,679 | $81,208-41.3% | $98,920-51.8% | $79,856-40.3% |
| Participation rate | 88.5% | 72.5%+16.0pp | 76.0%+12.4pp | 69.6%+18.8pp |
| Annual return | 9.83% | 60.99%-51.2pp | 196.47%-186.6pp | 31.71%-21.9pp |
| Employer contribution / active EE | $523 | $1,960-73.3% | $2,689-80.5% | $2,471-78.8% |
| Participant deferral / active EE | $3,500 | $3,265+7.2% | $4,245-17.5% | $3,741-6.4% |
| Admin fee / account holder | $3,833 | $6,013-36.3% | $6,643-42.3% | $5,306-27.8% |