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 | $68,171 | $136,860-50.2% | $120,344-43.4% | $154,746-55.9% |
| Participation rate | 71.4% | 79.9%-8.5pp | 76.7%-5.3pp | 80.7%-9.3pp |
| Annual return | 6.12% | 21.38%-15.3pp | 20.30%-14.2pp | 172.34%-166.2pp |
| Employer contribution / active EE | $3,962 | $3,533+12.1% | $3,020+31.2% | $4,379-9.5% |
| Participant deferral / active EE | $6,565 | $5,793+13.3% | $5,135+27.9% | $6,730-2.5% |
| Admin fee / account holder | $3,888 | $15,393-74.7% | $12,742-69.5% | $14,365-72.9% |