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 | $37,201 | $59,440-37.4% | $78,004-52.3% | $82,637-55.0% |
| Participation rate | 92.0% | 62.8%+29.2pp | 69.4%+22.6pp | 68.1%+23.9pp |
| Annual return | 11.11% | 40.24%-29.1pp | 31.07%-20.0pp | 53.51%-42.4pp |
| Employer contribution / active EE | $1,157 | $1,750-33.9% | $2,469-53.1% | $2,552-54.7% |
| Participant deferral / active EE | $2,912 | $3,138-7.2% | $4,092-28.8% | $4,126-29.4% |
| Admin fee / account holder | $2,031 | $5,504-63.1% | $7,578-73.2% | $7,339-72.3% |