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 | $38,209 | $67,411-43.3% | $91,004-58.0% | $70,126-45.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 11.90% | -40.16%+52.1pp | 4.60%+7.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,959 | $1,786+9.7% | $2,456-20.2% | $2,343-16.4% |
| Participant deferral / active EE | $1,764 | $2,823-37.5% | $3,548-50.3% | $3,332-47.1% |
| Admin fee / account holder | $524 | $4,236-87.6% | $5,417-90.3% | $4,645-88.7% |