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 | $78,266 | $78,520-0.3% | $96,576-19.0% | $82,448-5.1% |
| Participation rate | 82.9% | 77.7%+5.1pp | 81.4%+1.4pp | 68.1%+14.8pp |
| Annual return | 12.83% | 41.30%-28.5pp | 38.47%-25.6pp | 41.64%-28.8pp |
| Employer contribution / active EE | $3,993 | $2,630+51.8% | $3,553+12.4% | $2,551+56.5% |
| Participant deferral / active EE | $7,330 | $6,754+8.5% | $7,956-7.9% | $4,139+77.1% |
| Admin fee / account holder | $3,141 | $13,455-76.7% | $11,381-72.4% | $7,234-56.6% |