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 | $73,720 | $80,983-9.0% | $96,544-23.6% | $75,177-1.9% |
| Participation rate | 92.3% | 71.8%+20.5pp | 76.0%+16.3pp | 67.2%+25.1pp |
| Annual return | 9.75% | 27.05%-17.3pp | 25.88%-16.1pp | 160.75%-151.0pp |
| Employer contribution / active EE | $2,339 | $2,282+2.5% | $2,966-21.1% | $2,671-12.4% |
| Participant deferral / active EE | $4,363 | $3,929+11.1% | $4,851-10.1% | $4,126+5.7% |
| Admin fee / account holder | $1,065 | $6,717-84.1% | $8,254-87.1% | $5,651-81.2% |