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 | $56,061 | $95,453-41.3% | $112,040-50.0% | $82,448-32.0% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.5%+14.0pp | 68.1%+22.4pp |
| Annual return | 12.00% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,844 | $2,318-20.4% | $2,954-37.6% | $2,551-27.7% |
| Participant deferral / active EE | $2,630 | $4,224-37.7% | $5,098-48.4% | $4,139-36.5% |
| Admin fee / account holder | $1,835 | $9,013-79.6% | $12,098-84.8% | $7,234-74.6% |