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 | $101,752-16.6% | $164,928-48.6% | $80,911+4.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 8.56% | 16.73%-8.2pp | 70.08%-61.5pp | 35.63%-27.1pp |
| Employer contribution / active EE | $3,149 | $2,953+6.6% | $4,343-27.5% | $2,756+14.3% |
| Participant deferral / active EE | $2,342 | $4,477-47.7% | $6,034-61.2% | $4,297-45.5% |
| Admin fee / account holder | $1,612 | $8,218-80.4% | $12,684-87.3% | $6,935-76.7% |