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 | $54,555 | $65,367-16.5% | $92,915-41.3% | $72,976-25.2% |
| Participation rate | 97.6% | 68.3%+29.2pp | 76.0%+21.6pp | 69.5%+28.1pp |
| Annual return | 3.35% | 42.11%-38.8pp | 109.45%-106.1pp | 81.02%-77.7pp |
| Employer contribution / active EE | $8,865 | $2,594+241.8% | $3,653+142.7% | $2,440+263.3% |
| Participant deferral / active EE | $3,901 | $3,128+24.7% | $4,238-8.0% | $3,608+8.1% |
| Admin fee / account holder | $3,595 | $4,251-15.4% | $5,796-38.0% | $5,124-29.8% |