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 | $82,254 | $140,592-41.5% | $123,105-33.2% | $125,389-34.4% |
| Participation rate | 90.0% | 88.2%+1.8pp | 86.8%+3.2pp | 83.2%+6.8pp |
| Annual return | -3.98% | 16.80%-20.8pp | 13.22%-17.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $6,501 | $6,041+7.6% | $5,151+26.2% | $4,866+33.6% |
| Participant deferral / active EE | $5,908 | $6,980-15.4% | $6,229-5.2% | $5,352+10.4% |
| Admin fee / account holder | $2,626 | $11,198-76.5% | $9,014-70.9% | $9,541-72.5% |