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 | $96,310 | $103,387-6.8% | $87,102+10.6% | $152,885-37.0% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.9%+0.9pp | 82.5%-4.7pp |
| Annual return | 4.41% | 28.10%-23.7pp | 28.19%-23.8pp | 345.39%-341.0pp |
| Employer contribution / active EE | $3,092 | $3,221-4.0% | $2,521+22.6% | $4,763-35.1% |
| Participant deferral / active EE | $6,531 | $4,778+36.7% | $4,048+61.3% | $5,851+11.6% |
| Admin fee / account holder | $805 | $12,193-93.4% | $7,491-89.3% | $11,598-93.1% |