Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $63,723 | $63,365+0.6% | $91,994-30.7% | $72,976-12.7% |
| Participation rate | 93.8% | 72.5%+21.2pp | 78.6%+15.1pp | 69.5%+24.3pp |
| Annual return | 6.66% | 35.35%-28.7pp | 69.04%-62.4pp | 81.02%-74.4pp |
| Employer contribution / active EE | $1,850 | $2,116-12.6% | $3,453-46.4% | $2,440-24.2% |
| Participant deferral / active EE | $4,013 | $4,883-17.8% | $5,924-32.3% | $3,608+11.2% |
| Admin fee / account holder | $3,817 | $4,670-18.3% | $7,744-50.7% | $5,124-25.5% |