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 | $101,816 | $95,404+6.7% | $113,397-10.2% | $82,637+23.2% |
| Participation rate | 85.2% | 72.8%+12.4pp | 76.5%+8.7pp | 68.1%+17.2pp |
| Annual return | 11.72% | 19.08%-7.4pp | 23.20%-11.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $2,203 | $2,307-4.5% | $2,977-26.0% | $2,552-13.7% |
| Participant deferral / active EE | $3,664 | $4,220-13.2% | $5,076-27.8% | $4,126-11.2% |
| Admin fee / account holder | $8,044 | $9,168-12.3% | $11,957-32.7% | $7,339+9.6% |