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 | $59,067 | $54,541+8.3% | $78,778-25.0% | $70,124-15.8% |
| Participation rate | 75.7% | 60.8%+14.9pp | 69.2%+6.5pp | 69.5%+6.1pp |
| Annual return | 10.00% | 21.07%-11.1pp | 35.62%-25.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $1,692 | $1,089+55.4% | $1,986-14.8% | $2,342-27.8% |
| Participant deferral / active EE | $2,337 | $2,210+5.8% | $2,958-21.0% | $3,332-29.9% |
| Admin fee / account holder | $2,807 | $3,709-24.3% | $5,134-45.3% | $4,645-39.6% |