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 | $118,136 | $99,994+18.1% | $146,647-19.4% | $85,851+37.6% |
| Participation rate | 80.6% | 73.1%+7.6pp | 80.1%+0.6pp | 69.3%+11.3pp |
| Annual return | 9.59% | 18.93%-9.3pp | 22.75%-13.2pp | 318.63%-309.0pp |
| Employer contribution / active EE | $13,109 | $2,559+412.3% | $4,137+216.9% | $2,565+411.0% |
| Participant deferral / active EE | $3,971 | $4,006-0.9% | $5,506-27.9% | $3,952+0.5% |
| Admin fee / account holder | $23,089 | $7,703+199.7% | $10,281+124.6% | $6,261+268.8% |