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 | $40,737 | $48,053-15.2% | $84,637-51.9% | $72,976-44.2% |
| Participation rate | 71.1% | 57.6%+13.5pp | 68.2%+2.8pp | 69.5%+1.6pp |
| Annual return | 17.27% | 37.39%-20.1pp | 258.82%-241.6pp | 81.02%-63.7pp |
| Employer contribution / active EE | $1,483 | $1,602-7.4% | $2,653-44.1% | $2,440-39.2% |
| Participant deferral / active EE | $2,783 | $2,681+3.8% | $3,900-28.7% | $3,608-22.9% |
| Admin fee / account holder | $7,003 | $3,395+106.3% | $4,914+42.5% | $5,124+36.7% |