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 | $41,005 | $63,082-35.0% | $81,726-49.8% | $79,856-48.7% |
| Participation rate | 93.9% | 67.5%+26.4pp | 72.0%+21.9pp | 69.6%+24.3pp |
| Annual return | 2.44% | 22.66%-20.2pp | 29.49%-27.1pp | 31.71%-29.3pp |
| Employer contribution / active EE | $3,309 | $1,795+84.3% | $4,311-23.2% | $2,471+33.9% |
| Participant deferral / active EE | $7,478 | $2,780+168.9% | $7,108+5.2% | $3,741+99.9% |
| Admin fee / account holder | $2,034 | $4,428-54.1% | $5,160-60.6% | $5,306-61.7% |