Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,033 | $78,520-65.6% | $96,576-72.0% | $82,448-67.2% |
| Participation rate | 96.6% | 77.7%+18.8pp | 81.4%+15.1pp | 68.1%+28.5pp |
| Annual return | 13.44% | 41.30%-27.9pp | 38.47%-25.0pp | 41.64%-28.2pp |
| Employer contribution / active EE | $2,735 | $2,630+4.0% | $3,553-23.0% | $2,551+7.2% |
| Participant deferral / active EE | $2,901 | $6,754-57.0% | $7,956-63.5% | $4,139-29.9% |
| Admin fee / account holder | $1,944 | $13,455-85.6% | $11,381-82.9% | $7,234-73.1% |