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 | $86,901 | $161,352-46.1% | $134,172-35.2% | $137,256-36.7% |
| Participation rate | 90.9% | 78.3%+12.6pp | 72.5%+18.4pp | 80.0%+10.9pp |
| Annual return | 9.32% | 28.72%-19.4pp | 25.30%-16.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $2,764 | $4,099-32.6% | $3,420-19.2% | $4,156-33.5% |
| Participant deferral / active EE | $3,812 | $5,552-31.3% | $4,690-18.7% | $6,407-40.5% |
| Admin fee / account holder | $675 | $15,028-95.5% | $12,016-94.4% | $12,270-94.5% |