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 | $76,093 | $86,294-11.8% | $111,303-31.6% | $85,856-11.4% |
| Participation rate | 86.8% | 73.3%+13.5pp | 77.3%+9.5pp | 69.3%+17.5pp |
| Annual return | 10.11% | 19.99%-9.9pp | 54.66%-44.6pp | 318.58%-308.5pp |
| Employer contribution / active EE | $1,588 | $2,043-22.3% | $2,731-41.9% | $2,565-38.1% |
| Participant deferral / active EE | $4,412 | $3,641+21.2% | $4,487-1.7% | $3,952+11.6% |
| Admin fee / account holder | $1,515 | $8,189-81.5% | $7,966-81.0% | $6,261-75.8% |