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 | $44,721 | $100,003-55.3% | $146,685-69.5% | $85,856-47.9% |
| Participation rate | 87.1% | 73.1%+14.0pp | 80.1%+7.0pp | 69.3%+17.8pp |
| Annual return | 10.11% | 18.93%-8.8pp | 22.75%-12.6pp | 318.58%-308.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,226 | $4,006+30.5% | $5,507-5.1% | $3,952+32.2% |
| Admin fee / account holder | $6,360 | $7,704-17.4% | $10,281-38.1% | $6,261+1.6% |