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 | $50,557 | $54,763-7.7% | $90,324-44.0% | $72,976-30.7% |
| Participation rate | 77.8% | 65.2%+12.6pp | 73.3%+4.5pp | 69.5%+8.3pp |
| Annual return | 10.34% | 30.63%-20.3pp | 78.15%-67.8pp | 81.02%-70.7pp |
| Employer contribution / active EE | $1,300 | $2,093-37.9% | $2,856-54.5% | $2,440-46.7% |
| Participant deferral / active EE | $3,227 | $2,887+11.8% | $3,885-17.0% | $3,608-10.6% |
| Admin fee / account holder | $1,482 | $3,973-62.7% | $5,356-72.3% | $5,124-71.1% |