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 | $91,665 | $129,737-29.3% | $119,126-23.1% | $154,746-40.8% |
| Participation rate | 72.7% | 78.9%-6.1pp | 75.8%-3.0pp | 80.7%-8.0pp |
| Annual return | 7.93% | 379.08%-371.2pp | 282.11%-274.2pp | 172.34%-164.4pp |
| Employer contribution / active EE | $2,017 | $4,375-53.9% | $4,034-50.0% | $4,379-53.9% |
| Participant deferral / active EE | $4,109 | $5,842-29.7% | $5,318-22.7% | $6,730-39.0% |
| Admin fee / account holder | $24,820 | $11,961+107.5% | $10,693+132.1% | $14,365+72.8% |