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 | $48,100 | $80,985-40.6% | $96,576-50.2% | $75,181-36.0% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 9.98% | 27.05%-17.1pp | 25.87%-15.9pp | 160.69%-150.7pp |
| Employer contribution / active EE | $2,895 | $2,282+26.9% | $2,965-2.3% | $2,671+8.4% |
| Participant deferral / active EE | $3,483 | $3,929-11.4% | $4,851-28.2% | $4,126-15.6% |
| Admin fee / account holder | $1,100 | $6,719-83.6% | $8,253-86.7% | $5,650-80.5% |