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 | $38,319 | $83,485-54.1% | $125,195-69.4% | $72,976-47.5% |
| Participation rate | 95.6% | 73.3%+22.3pp | 79.8%+15.8pp | 69.5%+26.1pp |
| Annual return | 15.95% | 25.77%-9.8pp | 43.79%-27.8pp | 81.02%-65.1pp |
| Employer contribution / active EE | $3,528 | $2,346+50.4% | $3,866-8.8% | $2,440+44.6% |
| Participant deferral / active EE | $1,865 | $3,586-48.0% | $4,937-62.2% | $3,608-48.3% |
| Admin fee / account holder | $1,950 | $5,518-64.7% | $9,704-79.9% | $5,124-62.0% |