Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,405 | $124,425-43.4% | $112,040-37.2% | $137,256-48.7% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 8.27% | 24.72%-16.4pp | 24.52%-16.2pp | 220.34%-212.1pp |
| Employer contribution / active EE | $2,718 | $3,411-20.3% | $2,954-8.0% | $4,156-34.6% |
| Participant deferral / active EE | $3,806 | $5,718-33.4% | $5,098-25.3% | $6,407-40.6% |
| Admin fee / account holder | $895 | $15,207-94.1% | $12,098-92.6% | $12,270-92.7% |