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 | $100,586 | $78,690+27.8% | $161,489-37.7% | $87,485+15.0% |
| Participation rate | 90.0% | 67.5%+22.5pp | 78.7%+11.3pp | 68.9%+21.1pp |
| Annual return | 11.40% | 32.74%-21.3pp | 89.72%-78.3pp | 26.06%-14.7pp |
| Employer contribution / active EE | $1,079 | $2,588-58.3% | $4,268-74.7% | $2,596-58.4% |
| Participant deferral / active EE | $2,115 | $3,311-36.1% | $5,630-62.4% | $4,274-50.5% |
| Admin fee / account holder | $1,078 | $6,724-84.0% | $16,006-93.3% | $7,775-86.1% |