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 | $66,498 | $115,931-42.6% | $185,441-64.1% | $86,983-23.6% |
| Participation rate | 89.8% | 73.6%+16.2pp | 80.3%+9.5pp | 69.5%+20.3pp |
| Annual return | 10.29% | 21.47%-11.2pp | 20.16%-9.9pp | 25.83%-15.5pp |
| Employer contribution / active EE | $1,653 | $2,937-43.7% | $4,672-64.6% | $2,584-36.1% |
| Participant deferral / active EE | $3,038 | $4,551-33.2% | $6,152-50.6% | $4,194-27.6% |
| Admin fee / account holder | $2,815 | $10,687-73.7% | $17,890-84.3% | $7,856-64.2% |