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 | $107,974 | $86,949+24.2% | $102,460+5.4% | $80,959+33.4% |
| Participation rate | 73.2% | 72.4%+0.8pp | 76.5%-3.3pp | 67.7%+5.5pp |
| Annual return | 6.14% | 18.89%-12.8pp | 29.47%-23.3pp | 35.67%-29.5pp |
| Employer contribution / active EE | $1,363 | $2,370-42.5% | $3,025-54.9% | $2,757-50.6% |
| Participant deferral / active EE | $4,093 | $4,121-0.7% | $5,056-19.1% | $4,300-4.8% |
| Admin fee / account holder | $4,002 | $8,048-50.3% | $9,460-57.7% | $6,925-42.2% |