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 | $84,844 | $101,778-16.6% | $164,975-48.6% | $80,925+4.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.56% | 16.73%-8.2pp | 70.12%-61.6pp | 35.65%-27.1pp |
| Employer contribution / active EE | $3,149 | $2,954+6.6% | $4,343-27.5% | $2,756+14.3% |
| Participant deferral / active EE | $2,342 | $4,477-47.7% | $6,033-61.2% | $4,299-45.5% |
| Admin fee / account holder | $1,612 | $8,221-80.4% | $12,688-87.3% | $6,940-76.8% |