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 | $84,129 | $93,598-10.1% | $135,974-38.1% | $75,173+11.9% |
| Participation rate | 86.7% | 75.2%+11.5pp | 81.9%+4.7pp | 67.2%+19.5pp |
| Annual return | 12.64% | 30.89%-18.3pp | 68.30%-55.7pp | 160.72%-148.1pp |
| Employer contribution / active EE | $5,799 | $3,538+63.9% | $4,859+19.4% | $2,671+117.1% |
| Participant deferral / active EE | $5,441 | $6,405-15.1% | $7,760-29.9% | $4,126+31.9% |
| Admin fee / account holder | $4,881 | $6,978-30.0% | $10,767-54.7% | $5,651-13.6% |