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 | $79,065 | $65,364+21.0% | $92,909-14.9% | $72,975+8.3% |
| Participation rate | 94.1% | 68.3%+25.8pp | 76.0%+18.1pp | 69.5%+24.6pp |
| Annual return | 3.42% | 42.11%-38.7pp | 109.44%-106.0pp | 81.01%-77.6pp |
| Employer contribution / active EE | $2,673 | $2,594+3.0% | $3,653-26.8% | $2,440+9.6% |
| Participant deferral / active EE | $2,611 | $3,128-16.5% | $4,238-38.4% | $3,608-27.6% |
| Admin fee / account holder | $5,940 | $4,251+39.7% | $5,795+2.5% | $5,124+15.9% |