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 | $116,933 | $213,785-45.3% | $185,441-36.9% | $155,188-24.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 80.3%+10.6pp | 80.8%+10.1pp |
| Annual return | 3.90% | 19.97%-16.1pp | 20.16%-16.3pp | 148.84%-144.9pp |
| Employer contribution / active EE | $2,109 | $5,393-60.9% | $4,672-54.9% | $4,248-50.4% |
| Participant deferral / active EE | $2,758 | $6,864-59.8% | $6,152-55.2% | $6,531-57.8% |
| Admin fee / account holder | $730 | $21,134-96.5% | $17,890-95.9% | $14,480-95.0% |