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 | $121,059 | $88,996+36.0% | $78,004+55.2% | $138,895-12.8% |
| Participation rate | 88.9% | 74.4%+14.5pp | 69.4%+19.4pp | 79.9%+9.0pp |
| Annual return | 4.54% | 28.03%-23.5pp | 31.07%-26.5pp | 145.39%-140.9pp |
| Employer contribution / active EE | $1,623 | $2,917-44.3% | $2,469-34.2% | $4,194-61.3% |
| Participant deferral / active EE | $2,499 | $4,724-47.1% | $4,092-38.9% | $6,396-60.9% |
| Admin fee / account holder | $3,515 | $8,807-60.1% | $7,578-53.6% | $12,562-72.0% |