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 | $66,739 | $58,493+14.1% | $84,021-20.6% | $72,975-8.5% |
| Participation rate | 86.7% | 61.2%+25.4pp | 69.0%+17.6pp | 69.5%+17.2pp |
| Annual return | 7.00% | 28.93%-21.9pp | 71.32%-64.3pp | 81.01%-74.0pp |
| Employer contribution / active EE | $1,718 | $1,163+47.7% | $1,984-13.4% | $2,440-29.6% |
| Participant deferral / active EE | $3,736 | $2,394+56.1% | $3,239+15.4% | $3,608+3.6% |
| Admin fee / account holder | $757 | $4,569-83.4% | $6,102-87.6% | $5,124-85.2% |