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 | $27,029 | $64,920-58.4% | $103,693-73.9% | $86,983-68.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 10.05% | 30.29%-20.2pp | 47.61%-37.6pp | 25.83%-15.8pp |
| Employer contribution / active EE | $3,160 | $2,141+47.6% | $2,920+8.2% | $2,584+22.3% |
| Participant deferral / active EE | $2,588 | $3,241-20.2% | $4,579-43.5% | $4,194-38.3% |
| Admin fee / account holder | $5,249 | $6,191-15.2% | $7,858-33.2% | $7,856-33.2% |