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 | $106,749-14.6% | $145,433-37.3% | $82,448+10.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 9.71% | 27.59%-17.9pp | 66.58%-56.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $5,908 | $3,444+71.5% | $4,554+29.7% | $2,551+131.6% |
| Participant deferral / active EE | $8,463 | $6,519+29.8% | $7,897+7.2% | $4,139+104.5% |
| Admin fee / account holder | $2,669 | $8,390-68.2% | $13,129-79.7% | $7,234-63.1% |