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 | $52,882 | $106,749-50.5% | $145,433-63.6% | $82,448-35.9% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 11.23% | 27.59%-16.4pp | 66.58%-55.3pp | 41.64%-30.4pp |
| Employer contribution / active EE | $2,213 | $3,444-35.7% | $4,554-51.4% | $2,551-13.2% |
| Participant deferral / active EE | $4,052 | $6,519-37.8% | $7,897-48.7% | $4,139-2.1% |
| Admin fee / account holder | $30,510 | $8,390+263.6% | $13,129+132.4% | $7,234+321.7% |