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 | $112,184 | $78,423+43.1% | $95,964+16.9% | $79,856+40.5% |
| Participation rate | 96.4% | 73.5%+22.9pp | 77.1%+19.3pp | 69.6%+26.8pp |
| Annual return | 7.53% | 19.37%-11.8pp | 91.64%-84.1pp | 31.71%-24.2pp |
| Employer contribution / active EE | $3,145 | $1,945+61.6% | $2,541+23.7% | $2,471+27.3% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,935 | $5,622-47.8% | $6,797-56.8% | $5,306-44.7% |