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 | $69,548 | $117,859-41.0% | $102,438-32.1% | $145,959-52.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 3.46% | 31.72%-28.3pp | 29.37%-25.9pp | 561.95%-558.5pp |
| Employer contribution / active EE | $969 | $3,615-73.2% | $3,024-68.0% | $4,661-79.2% |
| Participant deferral / active EE | $4,327 | $5,732-24.5% | $5,054-14.4% | $6,689-35.3% |
| Admin fee / account holder | $6,331 | $13,318-52.5% | $9,448-33.0% | $13,398-52.7% |