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 | $108,440 | $100,970+7.4% | $96,576+12.3% | $137,256-21.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 12.53% | 38.16%-25.6pp | 38.47%-25.9pp | 220.34%-207.8pp |
| Employer contribution / active EE | $6,099 | $3,809+60.1% | $3,553+71.6% | $4,156+46.7% |
| Participant deferral / active EE | $8,033 | $8,286-3.1% | $7,956+1.0% | $6,407+25.4% |
| Admin fee / account holder | $15,333 | $11,312+35.5% | $11,381+34.7% | $12,270+25.0% |