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 | $76,287 | $51,194+49.0% | $70,525+8.2% | $75,173+1.5% |
| Participation rate | 87.8% | 60.9%+26.9pp | 68.4%+19.5pp | 67.2%+20.6pp |
| Annual return | 10.64% | 30.03%-19.4pp | 32.76%-22.1pp | 160.65%-150.0pp |
| Employer contribution / active EE | $2,246 | $1,826+23.0% | $2,974-24.5% | $2,670-15.9% |
| Participant deferral / active EE | $4,767 | $2,850+67.3% | $4,567+4.4% | $4,126+15.5% |
| Admin fee / account holder | $3,661 | $4,092-10.5% | $6,413-42.9% | $5,651-35.2% |