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 | $50,663 | $67,602-25.1% | $82,312-38.4% | $70,126-27.8% |
| Participation rate | 87.9% | 72.8%+15.2pp | 76.9%+11.0pp | 69.5%+18.4pp |
| Annual return | 9.08% | 21.57%-12.5pp | 25.88%-16.8pp | 73.15%-64.1pp |
| Employer contribution / active EE | $3,316 | $1,755+89.0% | $2,428+36.6% | $2,343+41.6% |
| Participant deferral / active EE | $3,243 | $2,987+8.6% | $3,706-12.5% | $3,332-2.7% |
| Admin fee / account holder | $873 | $4,512-80.7% | $5,608-84.4% | $4,645-81.2% |