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 | $47,874 | $49,255-2.8% | $70,494-32.1% | $79,856-40.0% |
| Participation rate | 88.0% | 69.2%+18.8pp | 75.1%+12.9pp | 69.6%+18.4pp |
| Annual return | 3.32% | 30.10%-26.8pp | 109.16%-105.8pp | 31.71%-28.4pp |
| Employer contribution / active EE | $1,310 | $2,100-37.6% | $2,738-52.2% | $2,471-47.0% |
| Participant deferral / active EE | $2,071 | $2,768-25.2% | $3,711-44.2% | $3,741-44.6% |
| Admin fee / account holder | $1,341 | $2,879-53.4% | $3,848-65.2% | $5,306-74.7% |