Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $49,274 | $67,602-27.1% | $82,312-40.1% | $70,126-29.7% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.6pp |
| Annual return | 11.54% | 21.57%-10.0pp | 25.88%-14.3pp | 73.15%-61.6pp |
| Employer contribution / active EE | $1,479 | $1,755-15.7% | $2,428-39.1% | $2,343-36.9% |
| Participant deferral / active EE | $2,440 | $2,987-18.3% | $3,706-34.2% | $3,332-26.8% |
| Admin fee / account holder | $2,732 | $4,512-39.4% | $5,608-51.3% | $4,645-41.2% |