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 | $118,066 | $110,212+7.1% | $96,534+22.3% | $139,466-15.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.28% | 26.42%-18.1pp | 25.88%-17.6pp | 373.66%-365.4pp |
| Employer contribution / active EE | $1,735 | $3,620-52.1% | $2,965-41.5% | $4,754-63.5% |
| Participant deferral / active EE | $6,430 | $5,547+15.9% | $4,851+32.5% | $6,712-4.2% |
| Admin fee / account holder | $6,680 | $11,599-42.4% | $8,253-19.1% | $11,409-41.4% |