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 | $79,148 | $98,776-19.9% | $149,745-47.1% | $79,856-0.9% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.5%+9.4pp | 69.6%+22.2pp |
| Annual return | 12.30% | 27.38%-15.1pp | 276.72%-264.4pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,081 | $3,217-4.2% | $4,646-33.7% | $2,471+24.7% |
| Participant deferral / active EE | $6,052 | $5,681+6.5% | $6,843-11.6% | $3,741+61.8% |
| Admin fee / account holder | $10,650 | $6,053+76.0% | $9,312+14.4% | $5,306+100.7% |