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 | $162,136-74.9% | $152,301-73.3% | $154,746-73.7% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 7.52% | 91.02%-83.5pp | 80.50%-73.0pp | 172.34%-164.8pp |
| Employer contribution / active EE | $1,637 | $4,890-66.5% | $4,624-64.6% | $4,379-62.6% |
| Participant deferral / active EE | $2,689 | $8,341-67.8% | $8,004-66.4% | $6,730-60.0% |
| Admin fee / account holder | $432 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |