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 | $81,554 | $106,524-23.4% | $152,301-46.5% | $87,485-6.8% |
| Participation rate | 75.9% | 75.8%+0.1pp | 82.4%-6.6pp | 68.9%+6.9pp |
| Annual return | 10.64% | 26.89%-16.2pp | 80.50%-69.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $900 | $3,371-73.3% | $4,624-80.5% | $2,596-65.3% |
| Participant deferral / active EE | $3,839 | $6,525-41.2% | $8,004-52.0% | $4,274-10.2% |
| Admin fee / account holder | $1,187 | $8,287-85.7% | $14,398-91.8% | $7,775-84.7% |