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 | $26,082 | $76,551-65.9% | $123,894-78.9% | $62,881-58.5% |
| Participation rate | 72.0% | 73.0%-1.0pp | 81.4%-9.4pp | 69.3%+2.7pp |
| Annual return | 5.51% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,569 | $2,882-45.6% | $4,617-66.0% | $2,281-31.2% |
| Participant deferral / active EE | $2,265 | $4,840-53.2% | $5,984-62.1% | $3,203-29.3% |
| Admin fee / account holder | $1,413 | $4,826-70.7% | $8,357-83.1% | $4,296-67.1% |