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 | $34,056 | $81,358-58.1% | $155,556-78.1% | $80,959-57.9% |
| Participation rate | 96.9% | 66.3%+30.6pp | 78.2%+18.7pp | 67.7%+29.2pp |
| Annual return | 7.03% | 33.39%-26.4pp | 64.84%-57.8pp | 35.67%-28.6pp |
| Employer contribution / active EE | $2,893 | $3,106-6.9% | $4,675-38.1% | $2,757+4.9% |
| Participant deferral / active EE | $2,789 | $3,455-19.3% | $5,631-50.5% | $4,300-35.1% |
| Admin fee / account holder | $702 | $7,994-91.2% | $15,885-95.6% | $6,925-89.9% |