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 | $53,991 | $95,453-43.4% | $112,040-51.8% | $82,448-34.5% |
| Participation rate | 90.5% | 72.8%+17.7pp | 76.5%+14.0pp | 68.1%+22.4pp |
| Annual return | 9.89% | 23.92%-14.0pp | 24.52%-14.6pp | 41.64%-31.7pp |
| Employer contribution / active EE | $1,612 | $2,318-30.5% | $2,954-45.4% | $2,551-36.8% |
| Participant deferral / active EE | $3,249 | $4,224-23.1% | $5,098-36.3% | $4,139-21.5% |
| Admin fee / account holder | $3,010 | $9,013-66.6% | $12,098-75.1% | $7,234-58.4% |