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 | $56,204 | $43,075+30.5% | $74,577-24.6% | $62,881-10.6% |
| Participation rate | 70.0% | 58.1%+11.9pp | 68.1%+1.9pp | 69.3%+0.7pp |
| Annual return | 4.41% | 17.50%-13.1pp | 20.47%-16.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $680 | $1,498-54.6% | $2,525-73.1% | $2,281-70.2% |
| Participant deferral / active EE | $1,753 | $2,389-26.6% | $3,458-49.3% | $3,203-45.3% |
| Admin fee / account holder | $431 | $2,840-84.8% | $4,138-89.6% | $4,296-90.0% |