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 | $40,847 | $156,398-73.9% | $147,318-72.3% | $138,895-70.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 4.72% | 78.75%-74.0pp | 70.43%-65.7pp | 145.39%-140.7pp |
| Employer contribution / active EE | $3,231 | $4,853-33.4% | $4,593-29.6% | $4,194-23.0% |
| Participant deferral / active EE | $5,575 | $8,237-32.3% | $7,906-29.5% | $6,396-12.8% |
| Admin fee / account holder | $746 | $14,976-95.0% | $13,708-94.6% | $12,562-94.1% |