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 | $40,062 | $86,050-53.4% | $189,758-78.9% | $94,015-57.4% |
| Participation rate | 87.9% | 68.9%+19.0pp | 79.8%+8.1pp | 70.8%+17.1pp |
| Annual return | 9.18% | 17.77%-8.6pp | 52.62%-43.4pp | 17.84%-8.7pp |
| Employer contribution / active EE | $4,640 | $2,819+64.6% | $4,767-2.6% | $2,790+66.3% |
| Participant deferral / active EE | $3,313 | $3,349-1.1% | $5,856-43.4% | $4,249-22.0% |
| Admin fee / account holder | $3,345 | $6,627-49.5% | $20,388-83.6% | $8,951-62.6% |