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 | $105,787 | $91,559+15.5% | $133,959-21.0% | $79,858+32.5% |
| Participation rate | 90.0% | 73.3%+16.7pp | 79.8%+10.2pp | 69.6%+20.4pp |
| Annual return | 4.70% | 61.85%-57.2pp | 45.09%-40.4pp | 31.72%-27.0pp |
| Employer contribution / active EE | $1,741 | $2,384-27.0% | $3,919-55.6% | $2,471-29.5% |
| Participant deferral / active EE | $3,975 | $3,734+6.4% | $5,047-21.3% | $3,740+6.3% |
| Admin fee / account holder | $6,850 | $6,321+8.4% | $8,928-23.3% | $5,306+29.1% |