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 | $91,196 | $106,524-14.4% | $152,301-40.1% | $87,485+4.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 9.71% | 26.89%-17.2pp | 80.50%-70.8pp | 26.06%-16.3pp |
| Employer contribution / active EE | $5,908 | $3,371+75.3% | $4,624+27.8% | $2,596+127.6% |
| Participant deferral / active EE | $8,463 | $6,525+29.7% | $8,004+5.7% | $4,274+98.0% |
| Admin fee / account holder | $2,669 | $8,287-67.8% | $14,398-81.5% | $7,775-65.7% |