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 | $72,880 | $81,208-10.3% | $98,920-26.3% | $79,856-8.7% |
| Participation rate | 97.1% | 72.5%+24.6pp | 76.0%+21.1pp | 69.6%+27.5pp |
| Annual return | 10.14% | 60.99%-50.9pp | 196.47%-186.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,317 | $1,960-32.8% | $2,689-51.0% | $2,471-46.7% |
| Participant deferral / active EE | $2,325 | $3,265-28.8% | $4,245-45.2% | $3,741-37.8% |
| Admin fee / account holder | $6,023 | $6,013+0.2% | $6,643-9.3% | $5,306+13.5% |