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 | $104,720 | $183,627-43.0% | $155,602-32.7% | $145,978-28.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 5.52% | 61.32%-55.8pp | 64.81%-59.3pp | 550.52%-545.0pp |
| Employer contribution / active EE | $2,104 | $5,316-60.4% | $4,675-55.0% | $4,662-54.9% |
| Participant deferral / active EE | $2,545 | $6,466-60.6% | $5,629-54.8% | $6,690-61.9% |
| Admin fee / account holder | $1,035 | $19,327-94.6% | $15,923-93.5% | $13,400-92.3% |