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 | $75,233 | $67,606+11.3% | $82,313-8.6% | $70,124+7.3% |
| Participation rate | 89.7% | 72.8%+16.9pp | 76.9%+12.8pp | 69.5%+20.1pp |
| Annual return | 10.56% | 21.57%-11.0pp | 25.88%-15.3pp | 73.14%-62.6pp |
| Employer contribution / active EE | $501 | $1,755-71.5% | $2,428-79.4% | $2,342-78.6% |
| Participant deferral / active EE | $3,076 | $2,987+3.0% | $3,706-17.0% | $3,332-7.7% |
| Admin fee / account holder | $1,368 | $4,512-69.7% | $5,608-75.6% | $4,645-70.5% |