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 | $49,351 | $69,273-28.8% | $90,796-45.6% | $82,637-40.3% |
| Participation rate | 88.9% | 64.0%+24.9pp | 69.5%+19.4pp | 68.1%+20.8pp |
| Annual return | 9.56% | 18.37%-8.8pp | 19.29%-9.7pp | 53.51%-43.9pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,742 | $3,047-42.9% | $3,822-54.4% | $4,126-57.8% |
| Admin fee / account holder | $7,575 | $5,511+37.5% | $7,024+7.9% | $7,339+3.2% |