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 | $111,112 | $95,453+16.4% | $112,040-0.8% | $82,448+34.8% |
| Participation rate | 87.9% | 72.8%+15.1pp | 76.5%+11.4pp | 68.1%+19.8pp |
| Annual return | 9.37% | 23.92%-14.5pp | 24.52%-15.1pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,601 | $2,318-30.9% | $2,954-45.8% | $2,551-37.2% |
| Participant deferral / active EE | $2,884 | $4,224-31.7% | $5,098-43.4% | $4,139-30.3% |
| Admin fee / account holder | $14,733 | $9,013+63.5% | $12,098+21.8% | $7,234+103.7% |