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 | $73,608 | $114,119-35.5% | $107,187-31.3% | $138,895-47.0% |
| Participation rate | 95.8% | 78.1%+17.8pp | 75.0%+20.8pp | 79.9%+15.9pp |
| Annual return | 8.27% | 273.21%-264.9pp | 204.55%-196.3pp | 145.39%-137.1pp |
| Employer contribution / active EE | $2,369 | $4,059-41.6% | $3,782-37.4% | $4,194-43.5% |
| Participant deferral / active EE | $5,380 | $5,538-2.9% | $5,096+5.6% | $6,396-15.9% |
| Admin fee / account holder | $1,197 | $10,024-88.1% | $9,162-86.9% | $12,562-90.5% |