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 | $86,939 | $71,230+22.1% | $93,727-7.2% | $80,959+7.4% |
| Participation rate | 96.6% | 60.4%+36.2pp | 68.7%+27.8pp | 67.7%+28.9pp |
| Annual return | 8.59% | 11.26%-2.7pp | 133.83%-125.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $5,516 | $1,565+252.4% | $2,421+127.8% | $2,757+100.1% |
| Participant deferral / active EE | $3,530 | $4,037-12.6% | $4,417-20.1% | $4,300-17.9% |
| Admin fee / account holder | $431 | $6,961-93.8% | $8,292-94.8% | $6,925-93.8% |