Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $37,925 | $49,976-24.1% | $66,674-43.1% | $82,637-54.1% |
| Participation rate | 89.3% | 63.1%+26.2pp | 73.7%+15.6pp | 68.1%+21.2pp |
| Annual return | 9.60% | 39.09%-29.5pp | 321.24%-311.6pp | 53.51%-43.9pp |
| Employer contribution / active EE | $1,071 | $1,988-46.1% | $2,620-59.1% | $2,552-58.0% |
| Participant deferral / active EE | $2,933 | $2,847+3.0% | $4,084-28.2% | $4,126-28.9% |
| Admin fee / account holder | $4,516 | $4,594-1.7% | $5,098-11.4% | $7,339-38.5% |