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 | $91,923 | $101,618-9.5% | $93,063-1.2% | $137,256-33.0% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 10.34% | 223.95%-213.6pp | 34.15%-23.8pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,302 | $2,707-15.0% | $2,476-7.0% | $4,156-44.6% |
| Participant deferral / active EE | $5,675 | $4,279+32.6% | $3,958+43.4% | $6,407-11.4% |
| Admin fee / account holder | $9,107 | $6,198+46.9% | $6,033+50.9% | $12,270-25.8% |