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 | $117,831 | $81,276+45.0% | $155,574-24.3% | $80,925+45.6% |
| Participation rate | 85.0% | 66.2%+18.8pp | 78.2%+6.8pp | 67.7%+17.3pp |
| Annual return | 9.30% | 33.36%-24.1pp | 64.87%-55.6pp | 35.65%-26.3pp |
| Employer contribution / active EE | $7,126 | $3,103+129.7% | $4,676+52.4% | $2,756+158.5% |
| Participant deferral / active EE | $3,907 | $3,453+13.1% | $5,629-30.6% | $4,299-9.1% |
| Admin fee / account holder | $46,346 | $7,993+479.8% | $15,914+191.2% | $6,940+567.8% |