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 | $61,127 | $114,013-46.4% | $103,693-41.1% | $155,188-60.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 4.68% | 49.31%-44.6pp | 47.61%-42.9pp | 148.84%-144.2pp |
| Employer contribution / active EE | $1,068 | $3,131-65.9% | $2,920-63.4% | $4,248-74.9% |
| Participant deferral / active EE | $6,531 | $4,970+31.4% | $4,579+42.6% | $6,5310% |
| Admin fee / account holder | $652 | $8,407-92.2% | $7,858-91.7% | $14,480-95.5% |