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 | $38,745 | $65,361-40.7% | $92,903-58.3% | $72,983-46.9% |
| Participation rate | 93.2% | 68.3%+24.8pp | 76.0%+17.1pp | 69.5%+23.7pp |
| Annual return | 14.84% | 42.11%-27.3pp | 109.43%-94.6pp | 81.01%-66.2pp |
| Employer contribution / active EE | $1,986 | $2,594-23.5% | $3,653-45.6% | $2,440-18.6% |
| Participant deferral / active EE | $4,035 | $3,128+29.0% | $4,238-4.8% | $3,608+11.8% |
| Admin fee / account holder | $2,130 | $4,251-49.9% | $5,795-63.2% | $5,124-58.4% |