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 | $111,748 | $106,864+4.6% | $147,318-24.1% | $82,637+35.2% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 12.83% | 27.49%-14.7pp | 70.43%-57.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $2,591 | $3,417-24.2% | $4,593-43.6% | $2,552+1.5% |
| Participant deferral / active EE | $6,172 | $6,496-5.0% | $7,906-21.9% | $4,126+49.6% |
| Admin fee / account holder | $1,376 | $8,415-83.6% | $13,708-90.0% | $7,339-81.2% |