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 | $117,846 | $75,541+56.0% | $152,093-22.5% | $82,637+42.6% |
| Participation rate | 81.1% | 66.5%+14.5pp | 77.8%+3.3pp | 68.1%+13.0pp |
| Annual return | 8.82% | 32.56%-23.7pp | 66.36%-57.5pp | 53.51%-44.7pp |
| Employer contribution / active EE | $1,283 | $2,622-51.1% | $4,175-69.3% | $2,552-49.7% |
| Participant deferral / active EE | $1,521 | $3,206-52.6% | $5,451-72.1% | $4,126-63.1% |
| Admin fee / account holder | $7,006 | $6,405+9.4% | $14,497-51.7% | $7,339-4.5% |