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 | $150,572 | $106,749+41.1% | $145,433+3.5% | $82,448+82.6% |
| Participation rate | 96.3% | 75.6%+20.6pp | 82.1%+14.2pp | 68.1%+28.2pp |
| Annual return | 13.26% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,012 | $3,444-70.6% | $4,554-77.8% | $2,551-60.3% |
| Participant deferral / active EE | $13,696 | $6,519+110.1% | $7,897+73.4% | $4,139+230.9% |
| Admin fee / account holder | $910 | $8,390-89.2% | $13,129-93.1% | $7,234-87.4% |