Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $19,589 | $154,228-87.3% | $145,433-86.5% | $137,256-85.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.74% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $5,736 | $4,804+19.4% | $4,554+25.9% | $4,156+38.0% |
| Participant deferral / active EE | $7,131 | $8,216-13.2% | $7,897-9.7% | $6,407+11.3% |
| Admin fee / account holder | $3,739 | $14,344-73.9% | $13,129-71.5% | $12,270-69.5% |