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 | $39,862 | $109,782-63.7% | $260,467-84.7% | $94,015-57.6% |
| Participation rate | 87.8% | 67.2%+20.6pp | 80.5%+7.3pp | 70.8%+16.9pp |
| Annual return | 4.98% | 18.60%-13.6pp | 100.60%-95.6pp | 17.84%-12.9pp |
| Employer contribution / active EE | $1,333 | $2,147-37.9% | $4,239-68.5% | $2,790-52.2% |
| Participant deferral / active EE | $4,337 | $4,044+7.2% | $6,319-31.4% | $4,249+2.1% |
| Admin fee / account holder | $1,829 | $11,958-84.7% | $15,461-88.2% | $8,951-79.6% |