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 | $85,186 | $95,453-10.8% | $112,040-24.0% | $82,448+3.3% |
| Participation rate | 97.1% | 72.8%+24.4pp | 76.5%+20.7pp | 68.1%+29.1pp |
| Annual return | 12.09% | 23.92%-11.8pp | 24.52%-12.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $9,082 | $2,318+291.8% | $2,954+207.4% | $2,551+256.0% |
| Participant deferral / active EE | $2,316 | $4,224-45.2% | $5,098-54.6% | $4,139-44.1% |
| Admin fee / account holder | $1,358 | $9,013-84.9% | $12,098-88.8% | $7,234-81.2% |