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 | $43,639 | $156,398-72.1% | $147,318-70.4% | $138,895-68.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.93% | 78.75%-66.8pp | 70.43%-58.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $3,919 | $4,853-19.3% | $4,593-14.7% | $4,194-6.6% |
| Participant deferral / active EE | $7,046 | $8,237-14.5% | $7,906-10.9% | $6,396+10.2% |
| Admin fee / account holder | $2,971 | $14,976-80.2% | $13,708-78.3% | $12,562-76.3% |