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 | $14,368 | $75,541-81.0% | $152,093-90.6% | $82,637-82.6% |
| Participation rate | 92.0% | 66.5%+25.5pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 11.59% | 32.56%-21.0pp | 66.36%-54.8pp | 53.51%-41.9pp |
| Employer contribution / active EE | $1,654 | $2,622-36.9% | $4,175-60.4% | $2,552-35.2% |
| Participant deferral / active EE | $1,388 | $3,206-56.7% | $5,451-74.5% | $4,126-66.4% |
| Admin fee / account holder | $853 | $6,405-86.7% | $14,497-94.1% | $7,339-88.4% |