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 | $117,602 | $54,757+114.8% | $90,304+30.2% | $72,975+61.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 8.70% | 30.63%-21.9pp | 78.13%-69.4pp | 81.01%-72.3pp |
| Employer contribution / active EE | $3,426 | $2,093+63.7% | $2,855+20.0% | $2,440+40.4% |
| Participant deferral / active EE | $6,016 | $2,887+108.4% | $3,885+54.8% | $3,608+66.7% |
| Admin fee / account holder | $15,527 | $3,973+290.8% | $5,354+190.0% | $5,124+203.0% |