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 | $42,448 | $88,672-52.1% | $105,223-59.7% | $82,448-48.5% |
| Participation rate | 80.8% | 67.9%+12.8pp | 75.0%+5.7pp | 68.1%+12.7pp |
| Annual return | 10.99% | 30.86%-19.9pp | 180.65%-169.7pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,747 | $3,048-42.7% | $3,689-52.6% | $2,551-31.5% |
| Participant deferral / active EE | $3,219 | $4,036-20.2% | $5,072-36.5% | $4,139-22.2% |
| Admin fee / account holder | $625 | $7,146-91.3% | $8,859-92.9% | $7,234-91.4% |