Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $196,729 | $102,609+91.7% | $98,090+100.6% | $138,895+41.6% |
| Participation rate | 83.3% | 82.8%+0.6pp | 81.5%+1.8pp | 79.9%+3.4pp |
| Annual return | 10.57% | 36.44%-25.9pp | 37.05%-26.5pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,627 | $8,167-43.3% | $7,845-41.0% | $6,396-27.7% |
| Admin fee / account holder | $21,953 | $11,434+92.0% | $11,815+85.8% | $12,562+74.8% |