Sign up free to preview peer percentile detail
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 | $40,596 | $71,197-43.0% | $93,669-56.7% | $80,925-49.8% |
| Participation rate | 86.7% | 60.4%+26.3pp | 68.7%+17.9pp | 67.7%+19.0pp |
| Annual return | 9.24% | 11.27%-2.0pp | 133.59%-124.4pp | 35.65%-26.4pp |
| Employer contribution / active EE | $2,293 | $1,565+46.5% | $2,424-5.4% | $2,756-16.8% |
| Participant deferral / active EE | $4,138 | $4,036+2.5% | $4,416-6.3% | $4,299-3.7% |
| Admin fee / account holder | $452 | $6,959-93.5% | $8,291-94.5% | $6,940-93.5% |