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 | $114,303 | $72,027+58.7% | $185,861-38.5% | $79,856+43.1% |
| Participation rate | 94.4% | 65.8%+28.7pp | 78.0%+16.4pp | 69.6%+24.8pp |
| Annual return | 11.31% | 23.13%-11.8pp | 35.96%-24.6pp | 31.71%-20.4pp |
| Employer contribution / active EE | $2,950 | $1,965+50.1% | $4,088-27.8% | $2,471+19.4% |
| Participant deferral / active EE | $5,470 | $3,780+44.7% | $5,634-2.9% | $3,741+46.2% |
| Admin fee / account holder | $4,081 | $4,513-9.6% | $9,503-57.1% | $5,306-23.1% |