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 | $57,305 | $165,399-65.4% | $149,745-61.7% | $158,982-64.0% |
| Participation rate | 93.3% | 84.6%+8.8pp | 82.5%+10.9pp | 82.0%+11.4pp |
| Annual return | 4.12% | 348.34%-344.2pp | 276.72%-272.6pp | 302.99%-298.9pp |
| Employer contribution / active EE | $2,072 | $5,105-59.4% | $4,646-55.4% | $4,763-56.5% |
| Participant deferral / active EE | $2,385 | $7,183-66.8% | $6,843-65.2% | $5,983-60.1% |
| Admin fee / account holder | $6,110 | $10,811-43.5% | $9,312-34.4% | $11,252-45.7% |