Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $53,931 | $138,312-61.0% | $122,979-56.1% | $155,188-65.2% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 5.68% | 22.06%-16.4pp | 20.12%-14.4pp | 148.84%-143.2pp |
| Employer contribution / active EE | $3,752 | $3,530+6.3% | $3,062+22.5% | $4,248-11.7% |
| Participant deferral / active EE | $13,352 | $5,592+138.7% | $5,003+166.9% | $6,531+104.4% |
| Admin fee / account holder | $12,741 | $15,089-15.6% | $12,864-1.0% | $14,480-12.0% |