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 | $30,213 | $45,087-33.0% | $69,483-56.5% | $72,976-58.6% |
| Participation rate | 72.4% | 68.5%+3.9pp | 74.6%-2.2pp | 69.5%+2.9pp |
| Annual return | 4.64% | 22.67%-18.0pp | 28.99%-24.4pp | 81.02%-76.4pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $878 | $2,603-66.3% | $3,537-75.2% | $3,608-75.7% |
| Admin fee / account holder | $3,079 | $3,057+0.7% | $3,841-19.8% | $5,124-39.9% |