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 | $49,397 | $123,793-60.1% | $177,848-72.2% | $79,856-38.1% |
| Participation rate | 96.4% | 84.7%+11.7pp | 87.7%+8.6pp | 69.6%+26.7pp |
| Annual return | 9.30% | 22.82%-13.5pp | 48.33%-39.0pp | 31.71%-22.4pp |
| Employer contribution / active EE | $3,549 | $4,095-13.3% | $5,919-40.0% | $2,471+43.6% |
| Participant deferral / active EE | $4,476 | $5,956-24.9% | $7,714-42.0% | $3,741+19.7% |
| Admin fee / account holder | $1,406 | $7,243-80.6% | $12,431-88.7% | $5,306-73.5% |