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 | $50,524 | $135,956-62.8% | $123,894-59.2% | $273,972-81.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.54% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,774 | $5,170-46.3% | $4,617-39.9% | $4,869-43.0% |
| Participant deferral / active EE | $11,364 | $6,343+79.2% | $5,984+89.9% | $5,287+114.9% |
| Admin fee / account holder | $3,646 | $9,817-62.9% | $8,357-56.4% | $10,133-64.0% |