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 | $40,675 | $154,228-73.6% | $145,433-72.0% | $137,256-70.4% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 7.52% | 74.59%-67.1pp | 66.58%-59.1pp | 220.34%-212.8pp |
| Employer contribution / active EE | $1,637 | $4,804-65.9% | $4,554-64.1% | $4,156-60.6% |
| Participant deferral / active EE | $2,689 | $8,216-67.3% | $7,897-65.9% | $6,407-58.0% |
| Admin fee / account holder | $432 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |