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 | $79,235 | $102,938-23.0% | $94,105-15.8% | $138,895-43.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 9.25% | 250.28%-241.0pp | 204.55%-195.3pp | 145.39%-136.1pp |
| Employer contribution / active EE | $529 | $2,732-80.6% | $2,504-78.9% | $4,194-87.4% |
| Participant deferral / active EE | $1,619 | $4,196-61.4% | $3,881-58.3% | $6,396-74.7% |
| Admin fee / account holder | $6,604 | $6,600+0.1% | $6,199+6.5% | $12,562-47.4% |