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 | $45,112 | $178,174-74.7% | $156,181-71.1% | $137,256-67.1% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 9.59% | 84.19%-74.6pp | 64.87%-55.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $3,712 | $4,972-25.3% | $4,294-13.6% | $4,156-10.7% |
| Participant deferral / active EE | $8,513 | $6,888+23.6% | $6,132+38.8% | $6,407+32.9% |
| Admin fee / account holder | $4,105 | $17,404-76.4% | $14,586-71.9% | $12,270-66.5% |