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 | $53,688 | $94,031-42.9% | $115,768-53.6% | $82,448-34.9% |
| Participation rate | 72.0% | 70.4%+1.6pp | 74.4%-2.4pp | 68.1%+3.9pp |
| Annual return | 10.77% | 20.61%-9.8pp | 100.46%-89.7pp | 41.64%-30.9pp |
| Employer contribution / active EE | $854 | $2,323-63.2% | $2,940-70.9% | $2,551-66.5% |
| Participant deferral / active EE | $2,033 | $3,972-48.8% | $4,917-58.6% | $4,139-50.9% |
| Admin fee / account holder | $16,882 | $10,249+64.7% | $12,439+35.7% | $7,234+133.4% |