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 | $111,764 | $58,627+90.6% | $76,735+45.7% | $82,448+35.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 11.80% | 39.10%-27.3pp | 29.77%-18.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $7,207 | $1,729+316.8% | $2,454+193.7% | $2,551+182.5% |
| Participant deferral / active EE | $7,304 | $3,134+133.1% | $4,088+78.7% | $4,139+76.5% |
| Admin fee / account holder | $20,663 | $5,323+288.2% | $7,189+187.4% | $7,234+185.6% |