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 | $34,978 | $64,324-45.6% | $118,914-70.6% | $79,856-56.2% |
| Participation rate | 98.1% | 64.9%+33.2pp | 75.4%+22.7pp | 69.6%+28.4pp |
| Annual return | 8.49% | 86.45%-78.0pp | 35.89%-27.4pp | 31.71%-23.2pp |
| Employer contribution / active EE | $1,961 | $1,836+6.8% | $3,264-39.9% | $2,471-20.7% |
| Participant deferral / active EE | $1,969 | $2,824-30.3% | $4,266-53.8% | $3,741-47.4% |
| Admin fee / account holder | $506 | $4,040-87.5% | $6,582-92.3% | $5,306-90.5% |