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 | $34,606 | $54,541-36.6% | $78,778-56.1% | $70,124-50.7% |
| Participation rate | 97.6% | 60.8%+36.8pp | 69.2%+28.4pp | 69.5%+28.0pp |
| Annual return | 8.67% | 21.07%-12.4pp | 35.62%-26.9pp | 73.14%-64.5pp |
| Employer contribution / active EE | $1,471 | $1,089+35.2% | $1,986-25.9% | $2,342-37.2% |
| Participant deferral / active EE | $2,926 | $2,210+32.4% | $2,958-1.1% | $3,332-12.2% |
| Admin fee / account holder | $3,712 | $3,709+0.1% | $5,134-27.7% | $4,645-20.1% |