Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $54,102 | $94,749-42.9% | $112,899-52.1% | $139,466-61.2% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 7.77% | 40.92%-33.1pp | 34.11%-26.3pp | 373.66%-365.9pp |
| Employer contribution / active EE | $2,006 | $4,630-56.7% | $4,566-56.1% | $4,754-57.8% |
| Participant deferral / active EE | $3,734 | $6,517-42.7% | $6,516-42.7% | $6,712-44.4% |
| Admin fee / account holder | $1,836 | $8,530-78.5% | $7,047-74.0% | $11,409-83.9% |