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 | $70,022 | $148,623-52.9% | $135,974-48.5% | $139,466-49.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.63% | 79.30%-69.7pp | 68.30%-58.7pp | 373.66%-364.0pp |
| Employer contribution / active EE | $1,100 | $5,246-79.0% | $4,859-77.4% | $4,754-76.9% |
| Participant deferral / active EE | $6,170 | $8,103-23.8% | $7,760-20.5% | $6,712-8.1% |
| Admin fee / account holder | $13,596 | $12,406+9.6% | $10,767+26.3% | $11,409+19.2% |