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 | $155,553 | $223,823-30.5% | $211,142-26.3% | $154,746+0.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 8.13% | 50.39%-42.3pp | 46.84%-38.7pp | 172.34%-164.2pp |
| Employer contribution / active EE | $3,571 | $6,787-47.4% | $6,442-44.6% | $4,379-18.4% |
| Participant deferral / active EE | $11,518 | $9,750+18.1% | $9,284+24.1% | $6,730+71.1% |
| Admin fee / account holder | $1,585 | $19,707-92.0% | $19,076-91.7% | $14,365-89.0% |