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 | $91,652 | $124,336-26.3% | $111,303-17.7% | $167,518-45.3% |
| Participation rate | 82.4% | 79.6%+2.7pp | 77.3%+5.0pp | 82.1%+0.2pp |
| Annual return | 8.11% | 37.45%-29.3pp | 54.66%-46.6pp | 478.71%-470.6pp |
| Employer contribution / active EE | $1,616 | $3,436-53.0% | $2,731-40.8% | $4,838-66.6% |
| Participant deferral / active EE | $5,399 | $5,181+4.2% | $4,487+20.3% | $6,342-14.9% |
| Admin fee / account holder | $2,146 | $10,623-79.8% | $7,966-73.1% | $12,312-82.6% |