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 | $108,048 | $110,379-2.1% | $102,412+5.5% | $145,884-25.9% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 7.14% | 24.84%-17.7pp | 24.94%-17.8pp | 551.85%-544.7pp |
| Employer contribution / active EE | $3,599 | $4,216-14.6% | $3,870-7.0% | $4,662-22.8% |
| Participant deferral / active EE | $6,395 | $5,622+13.8% | $5,060+26.4% | $6,690-4.4% |
| Admin fee / account holder | $20,374 | $9,745+109.1% | $8,388+142.9% | $13,392+52.1% |