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 | $114,259 | $174,379-34.5% | $152,093-24.9% | $138,895-17.7% |
| Participation rate | 72.2% | 81.6%-9.4pp | 77.8%-5.5pp | 79.9%-7.7pp |
| Annual return | 10.59% | 74.86%-64.3pp | 66.36%-55.8pp | 145.39%-134.8pp |
| Employer contribution / active EE | $3,185 | $4,652-31.5% | $4,175-23.7% | $4,194-24.1% |
| Participant deferral / active EE | $6,141 | $6,159-0.3% | $5,451+12.7% | $6,396-4.0% |
| Admin fee / account holder | $1,403 | $16,880-91.7% | $14,497-90.3% | $12,562-88.8% |