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 | $184,248 | $106,749+72.6% | $145,433+26.7% | $82,448+123.5% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 12.74% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $4,234 | $3,444+22.9% | $4,554-7.0% | $2,551+66.0% |
| Participant deferral / active EE | $11,360 | $6,519+74.3% | $7,897+43.8% | $4,139+174.4% |
| Admin fee / account holder | $3,969 | $8,390-52.7% | $13,129-69.8% | $7,234-45.1% |