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 | $121,475 | $78,670+54.4% | $109,173+11.3% | $85,847+41.5% |
| Participation rate | 71.4% | 68.3%+3.2pp | 75.9%-4.5pp | 69.3%+2.1pp |
| Annual return | 9.81% | 25.09%-15.3pp | 25.75%-15.9pp | 318.61%-308.8pp |
| Employer contribution / active EE | $2,025 | $2,734-25.9% | $3,723-45.6% | $2,565-21.1% |
| Participant deferral / active EE | $4,441 | $3,467+28.1% | $4,654-4.6% | $3,952+12.4% |
| Admin fee / account holder | $959 | $5,469-82.5% | $6,755-85.8% | $6,261-84.7% |