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 | $31,456 | $76,407-58.8% | $150,298-79.1% | $82,448-61.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.31% | 39.99%-27.7pp | 62.79%-50.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $3,883 | $2,614+48.6% | $4,154-6.5% | $2,551+52.2% |
| Participant deferral / active EE | $2,002 | $3,214-37.7% | $5,453-63.3% | $4,139-51.6% |
| Admin fee / account holder | $1,958 | $6,352-69.2% | $14,116-86.1% | $7,234-72.9% |