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 | $39,798 | $45,082-11.7% | $69,464-42.7% | $72,975-45.5% |
| Participation rate | 96.9% | 68.5%+28.4pp | 74.6%+22.3pp | 69.5%+27.4pp |
| Annual return | 3.49% | 22.66%-19.2pp | 28.98%-25.5pp | 81.01%-77.5pp |
| Employer contribution / active EE | $1,702 | $2,055-17.2% | $2,779-38.8% | $2,440-30.3% |
| Participant deferral / active EE | $3,189 | $2,604+22.5% | $3,536-9.8% | $3,608-11.6% |
| Admin fee / account holder | $1,016 | $3,057-66.8% | $3,840-73.5% | $5,124-80.2% |