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 | $66,256 | $59,440+11.5% | $78,004-15.1% | $82,637-19.8% |
| Participation rate | 73.3% | 62.8%+10.5pp | 69.4%+3.9pp | 68.1%+5.3pp |
| Annual return | 12.27% | 40.24%-28.0pp | 31.07%-18.8pp | 53.51%-41.2pp |
| Employer contribution / active EE | $1,967 | $1,750+12.3% | $2,469-20.3% | $2,552-22.9% |
| Participant deferral / active EE | $3,490 | $3,138+11.2% | $4,092-14.7% | $4,126-15.4% |
| Admin fee / account holder | $4,882 | $5,504-11.3% | $7,578-35.6% | $7,339-33.5% |