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 | $100,617 | $81,358+23.7% | $155,556-35.3% | $80,959+24.3% |
| Participation rate | 72.0% | 66.3%+5.7pp | 78.2%-6.2pp | 67.7%+4.3pp |
| Annual return | 3.62% | 33.39%-29.8pp | 64.84%-61.2pp | 35.67%-32.0pp |
| Employer contribution / active EE | $5,852 | $3,106+88.4% | $4,675+25.2% | $2,757+112.3% |
| Participant deferral / active EE | $4,018 | $3,455+16.3% | $5,631-28.6% | $4,300-6.6% |
| Admin fee / account holder | $7,018 | $7,994-12.2% | $15,885-55.8% | $6,925+1.3% |