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 | $97,162 | $142,972-32.0% | $214,702-54.7% | $86,983+11.7% |
| Participation rate | 79.3% | 84.9%-5.5pp | 87.5%-8.2pp | 69.5%+9.8pp |
| Annual return | 11.26% | 18.49%-7.2pp | 54.55%-43.3pp | 25.83%-14.6pp |
| Employer contribution / active EE | $2,492 | $4,635-46.2% | $6,461-61.4% | $2,584-3.6% |
| Participant deferral / active EE | $4,036 | $6,568-38.5% | $9,147-55.9% | $4,194-3.8% |
| Admin fee / account holder | $1,691 | $17,617-90.4% | $19,830-91.5% | $7,856-78.5% |