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 | $107,957 | $93,617+15.3% | $135,982-20.6% | $75,177+43.6% |
| Participation rate | 91.8% | 75.2%+16.6pp | 81.9%+9.9pp | 67.2%+24.6pp |
| Annual return | 14.41% | 30.89%-16.5pp | 68.32%-53.9pp | 160.75%-146.3pp |
| Employer contribution / active EE | $3,593 | $3,538+1.5% | $4,859-26.1% | $2,671+34.5% |
| Participant deferral / active EE | $6,884 | $6,406+7.5% | $7,760-11.3% | $4,126+66.8% |
| Admin fee / account holder | $2,006 | $6,980-71.3% | $10,767-81.4% | $5,651-64.5% |