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 | $156,026 | $81,487+91.5% | $102,412+52.4% | $80,935+92.8% |
| Participation rate | 88.2% | 66.8%+21.4pp | 74.5%+13.7pp | 67.7%+20.6pp |
| Annual return | 8.07% | 25.60%-17.5pp | 24.94%-16.9pp | 35.66%-27.6pp |
| Employer contribution / active EE | $2,504 | $3,103-19.3% | $3,870-35.3% | $2,757-9.2% |
| Participant deferral / active EE | $5,087 | $3,871+31.4% | $5,060+0.5% | $4,299+18.3% |
| Admin fee / account holder | $3,714 | $6,717-44.7% | $8,388-55.7% | $6,924-46.4% |