Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,482 | $165,399-54.4% | $149,745-49.6% | $158,982-52.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.14% | 348.34%-341.2pp | 276.72%-269.6pp | 302.99%-295.8pp |
| Employer contribution / active EE | $7,083 | $5,105+38.8% | $4,646+52.5% | $4,763+48.7% |
| Participant deferral / active EE | $11,267 | $7,183+56.9% | $6,843+64.6% | $5,983+88.3% |
| Admin fee / account holder | $494 | $10,811-95.4% | $9,312-94.7% | $11,252-95.6% |