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 | $61,480 | $94,436-34.9% | $115,599-46.8% | $82,637-25.6% |
| Participation rate | 81.5% | 70.4%+11.1pp | 74.3%+7.2pp | 68.1%+13.4pp |
| Annual return | 11.00% | 18.37%-7.4pp | 111.10%-100.1pp | 53.51%-42.5pp |
| Employer contribution / active EE | $2,913 | $2,324+25.4% | $2,955-1.4% | $2,552+14.2% |
| Participant deferral / active EE | $4,042 | $3,955+2.2% | $4,889-17.3% | $4,126-2.0% |
| Admin fee / account holder | $9,045 | $10,328-12.4% | $12,841-29.6% | $7,339+23.3% |