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 | $109,802 | $110,137-0.3% | $161,149-31.9% | $82,637+32.9% |
| Participation rate | 73.5% | 72.4%+1.2pp | 78.8%-5.3pp | 68.1%+5.5pp |
| Annual return | 11.92% | 20.69%-8.8pp | 21.16%-9.2pp | 53.51%-41.6pp |
| Employer contribution / active EE | $2,422 | $2,856-15.2% | $4,360-44.4% | $2,552-5.1% |
| Participant deferral / active EE | $10,029 | $4,575+119.2% | $6,153+63.0% | $4,126+143.1% |
| Admin fee / account holder | $10,786 | $9,467+13.9% | $15,194-29.0% | $7,339+47.0% |