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 | $49,642 | $46,877+5.9% | $122,354-59.4% | $70,126-29.2% |
| Participation rate | 75.5% | 58.2%+17.3pp | 71.6%+3.9pp | 69.5%+6.0pp |
| Annual return | 9.87% | 24.22%-14.4pp | 30.28%-20.4pp | 73.15%-63.3pp |
| Employer contribution / active EE | $1,288 | $1,288-0.1% | $4,051-68.2% | $2,343-45.0% |
| Participant deferral / active EE | $1,335 | $2,167-38.4% | $3,287-59.4% | $3,332-59.9% |
| Admin fee / account holder | $3,157 | $3,324-5.0% | $5,479-42.4% | $4,645-32.1% |