Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,447 | $154,228-63.4% | $145,433-61.2% | $137,256-58.9% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 10.43% | 74.59%-64.2pp | 66.58%-56.1pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,381 | $4,804-50.4% | $4,554-47.7% | $4,156-42.7% |
| Participant deferral / active EE | $3,545 | $8,216-56.9% | $7,897-55.1% | $6,407-44.7% |
| Admin fee / account holder | $624 | $14,344-95.7% | $13,129-95.2% | $12,270-94.9% |