Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,333 | $106,864-66.0% | $147,318-75.3% | $82,637-56.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.41% | 27.49%-14.1pp | 70.43%-57.0pp | 53.51%-40.1pp |
| Employer contribution / active EE | $1,735 | $3,417-49.2% | $4,593-62.2% | $2,552-32.0% |
| Participant deferral / active EE | $3,389 | $6,496-47.8% | $7,906-57.1% | $4,126-17.9% |
| Admin fee / account holder | $26,495 | $8,415+214.9% | $13,708+93.3% | $7,339+261.0% |