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 | $125,240 | $165,361-24.3% | $149,715-16.3% | $158,950-21.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 4.01% | 348.24%-344.2pp | 276.66%-272.7pp | 302.91%-298.9pp |
| Employer contribution / active EE | $1,651 | $5,103-67.7% | $4,645-64.5% | $4,762-65.3% |
| Participant deferral / active EE | $3,541 | $7,182-50.7% | $6,842-48.3% | $5,983-40.8% |
| Admin fee / account holder | $4,115 | $10,808-61.9% | $9,310-55.8% | $11,248-63.4% |