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 | $147,158 | $106,524+38.1% | $152,301-3.4% | $87,485+68.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 10.36% | 26.89%-16.5pp | 80.50%-70.1pp | 26.06%-15.7pp |
| Employer contribution / active EE | $4,327 | $3,371+28.4% | $4,624-6.4% | $2,596+66.7% |
| Participant deferral / active EE | $4,978 | $6,525-23.7% | $8,004-37.8% | $4,274+16.5% |
| Admin fee / account holder | $23,048 | $8,287+178.1% | $14,398+60.1% | $7,775+196.4% |