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 | $69,748 | $154,228-54.8% | $145,433-52.0% | $137,256-49.2% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 6.97% | 74.59%-67.6pp | 66.58%-59.6pp | 220.34%-213.4pp |
| Employer contribution / active EE | $2,571 | $4,804-46.5% | $4,554-43.6% | $4,156-38.1% |
| Participant deferral / active EE | $6,157 | $8,216-25.1% | $7,897-22.0% | $6,407-3.9% |
| Admin fee / account holder | $2,258 | $14,344-84.3% | $13,129-82.8% | $12,270-81.6% |