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 | $77,358-65.1% | $102,184-73.5% | $87,485-69.1% |
| Participation rate | 96.6% | 78.7%+17.9pp | 82.6%+14.0pp | 68.9%+27.6pp |
| Annual return | 13.44% | 41.11%-27.7pp | 31.58%-18.1pp | 26.06%-12.6pp |
| Employer contribution / active EE | $2,735 | $2,562+6.7% | $3,594-23.9% | $2,596+5.3% |
| Participant deferral / active EE | $2,901 | $6,753-57.0% | $8,309-65.1% | $4,274-32.1% |
| Admin fee / account holder | $1,944 | $6,809-71.5% | $11,609-83.3% | $7,775-75.0% |