Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,815 | $118,875-34.5% | $96,572-19.4% | $167,553-53.6% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 4.72% | 50.50%-45.8pp | 37.79%-33.1pp | 478.89%-474.2pp |
| Employer contribution / active EE | $2,206 | $3,121-29.3% | $2,357-6.4% | $4,840-54.4% |
| Participant deferral / active EE | $3,180 | $4,617-31.1% | $3,850-17.4% | $6,343-49.9% |
| Admin fee / account holder | $405 | $8,070-95.0% | $6,183-93.5% | $12,316-96.7% |