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 | $106,844 | $78,672+35.8% | $109,163-2.1% | $85,856+24.4% |
| Participation rate | 76.0% | 68.3%+7.7pp | 75.9%+0.1pp | 69.3%+6.7pp |
| Annual return | 11.18% | 25.09%-13.9pp | 25.75%-14.6pp | 318.58%-307.4pp |
| Employer contribution / active EE | $2,140 | $2,734-21.7% | $3,723-42.5% | $2,565-16.6% |
| Participant deferral / active EE | $7,446 | $3,467+114.8% | $4,654+60.0% | $3,952+88.4% |
| Admin fee / account holder | $964 | $5,470-82.4% | $6,754-85.7% | $6,261-84.6% |