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 | $109,243 | $93,345+17.0% | $119,126-8.3% | $87,485+24.9% |
| Participation rate | 96.6% | 68.7%+27.8pp | 75.8%+20.8pp | 68.9%+27.6pp |
| Annual return | 11.02% | 19.08%-8.1pp | 282.11%-271.1pp | 26.06%-15.0pp |
| Employer contribution / active EE | $3,175 | $3,172+0.1% | $4,034-21.3% | $2,596+22.3% |
| Participant deferral / active EE | $3,366 | $4,099-17.9% | $5,318-36.7% | $4,274-21.2% |
| Admin fee / account holder | $5,691 | $8,039-29.2% | $10,693-46.8% | $7,775-26.8% |