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 | $52,977 | $74,535-28.9% | $100,712-47.4% | $82,637-35.9% |
| Participation rate | 76.6% | 61.2%+15.4pp | 69.3%+7.3pp | 68.1%+8.5pp |
| Annual return | 10.32% | 18.92%-8.6pp | 33.27%-23.0pp | 53.51%-43.2pp |
| Employer contribution / active EE | $551 | $1,503-63.3% | $2,313-76.2% | $2,552-78.4% |
| Participant deferral / active EE | $2,843 | $3,074-7.5% | $4,085-30.4% | $4,126-31.1% |
| Admin fee / account holder | $13,603 | $6,576+106.9% | $9,256+47.0% | $7,339+85.4% |