Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $75,478 | $58,851+28.3% | $115,167-34.5% | $72,976+3.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 1.89% | 23.16%-21.3pp | 35.60%-33.7pp | 81.02%-79.1pp |
| Employer contribution / active EE | $2,375 | $1,798+32.1% | $3,179-25.3% | $2,440-2.7% |
| Participant deferral / active EE | $5,021 | $2,643+90.0% | $4,169+20.4% | $3,608+39.2% |
| Admin fee / account holder | $5,134 | $6,370-19.4% | $7,089-27.6% | $5,124+0.2% |