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 | $25,468 | $106,749-76.1% | $145,433-82.5% | $82,448-69.1% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 13.96% | 27.59%-13.6pp | 66.58%-52.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,369 | $3,444-31.2% | $4,554-48.0% | $2,551-7.1% |
| Participant deferral / active EE | $6,542 | $6,519+0.4% | $7,897-17.2% | $4,139+58.0% |
| Admin fee / account holder | $10,184 | $8,390+21.4% | $13,129-22.4% | $7,234+40.8% |