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 | $81,583 | $81,487+0.1% | $102,412-20.3% | $80,935+0.8% |
| Participation rate | 81.6% | 66.8%+14.8pp | 74.5%+7.1pp | 67.7%+14.0pp |
| Annual return | 8.15% | 25.60%-17.4pp | 24.94%-16.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $3,488 | $3,103+12.4% | $3,870-9.9% | $2,757+26.5% |
| Participant deferral / active EE | $4,939 | $3,871+27.6% | $5,060-2.4% | $4,299+14.9% |
| Admin fee / account holder | $8,704 | $6,717+29.6% | $8,388+3.8% | $6,924+25.7% |