Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $54,162 | $25,014+116.5% | $69,632-22.2% | $80,959-33.1% |
| Participation rate | 92.9% | 64.2%+28.6pp | 66.4%+26.4pp | 67.7%+25.2pp |
| Annual return | 9.92% | 19.08%-9.2pp | 101.32%-91.4pp | 35.67%-25.7pp |
| Employer contribution / active EE | $4,066 | $991+310.2% | $1,708+138.0% | $2,757+47.5% |
| Participant deferral / active EE | $6,369 | $1,840+246.2% | $2,889+120.5% | $4,300+48.1% |
| Admin fee / account holder | $3,757 | $2,491+50.8% | $4,695-20.0% | $6,925-45.7% |