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 | $129,807 | $81,446+59.4% | $103,374+25.6% | $80,874+60.5% |
| Participation rate | 92.0% | 66.9%+25.1pp | 74.5%+17.5pp | 67.6%+24.4pp |
| Annual return | 7.77% | 25.57%-17.8pp | 24.89%-17.1pp | 35.62%-27.8pp |
| Employer contribution / active EE | $14,790 | $3,107+376.0% | $3,869+282.2% | $2,756+436.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,140 | $6,715+36.1% | $8,394+8.9% | $6,935+31.8% |