Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $42,545 | $81,276-47.7% | $155,574-72.7% | $80,925-47.4% |
| Participation rate | 94.1% | 66.2%+27.9pp | 78.2%+15.9pp | 67.7%+26.5pp |
| Annual return | 9.71% | 33.36%-23.7pp | 64.87%-55.2pp | 35.65%-25.9pp |
| Employer contribution / active EE | $2,035 | $3,103-34.4% | $4,676-56.5% | $2,756-26.2% |
| Participant deferral / active EE | $6,655 | $3,453+92.7% | $5,629+18.2% | $4,299+54.8% |
| Admin fee / account holder | $1,410 | $7,993-82.4% | $15,914-91.1% | $6,940-79.7% |