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 | $90,271 | $115,225-21.7% | $100,712-10.4% | $138,895-35.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 5.51% | 40.35%-34.8pp | 33.27%-27.8pp | 145.39%-139.9pp |
| Employer contribution / active EE | $1,741 | $2,771-37.2% | $2,313-24.7% | $4,194-58.5% |
| Participant deferral / active EE | $4,172 | $4,699-11.2% | $4,085+2.1% | $6,396-34.8% |
| Admin fee / account holder | $1,050 | $10,844-90.3% | $9,256-88.7% | $12,562-91.6% |