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 | $132,973 | $106,749+24.6% | $145,433-8.6% | $82,448+61.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.91% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,578 | $3,444-25.1% | $4,554-43.4% | $2,551+1.1% |
| Participant deferral / active EE | $5,855 | $6,519-10.2% | $7,897-25.9% | $4,139+41.4% |
| Admin fee / account holder | $27,817 | $8,390+231.5% | $13,129+111.9% | $7,234+284.5% |