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 | $73,126 | $124,425-41.2% | $112,040-34.7% | $137,256-46.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.77% | 24.72%-15.0pp | 24.52%-14.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,333 | $3,411-60.9% | $2,954-54.9% | $4,156-67.9% |
| Participant deferral / active EE | $6,908 | $5,718+20.8% | $5,098+35.5% | $6,407+7.8% |
| Admin fee / account holder | $2,285 | $15,207-85.0% | $12,098-81.1% | $12,270-81.4% |