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 | $109,460 | $83,485+31.1% | $125,195-12.6% | $72,976+50.0% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.5%+20.5pp |
| Annual return | 0.58% | 25.77%-25.2pp | 43.79%-43.2pp | 81.02%-80.4pp |
| Employer contribution / active EE | $1,694 | $2,346-27.8% | $3,866-56.2% | $2,440-30.6% |
| Participant deferral / active EE | $3,661 | $3,586+2.1% | $4,937-25.8% | $3,608+1.5% |
| Admin fee / account holder | $1,582 | $5,518-71.3% | $9,704-83.7% | $5,124-69.1% |