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 | $79,957 | $78,707+1.6% | $117,861-32.2% | $70,126+14.0% |
| Participation rate | 91.2% | 73.2%+18.0pp | 79.7%+11.5pp | 69.5%+21.6pp |
| Annual return | 10.74% | 23.30%-12.6pp | 335.11%-324.4pp | 73.15%-62.4pp |
| Employer contribution / active EE | $2,089 | $2,223-6.0% | $3,786-44.8% | $2,343-10.8% |
| Participant deferral / active EE | $4,069 | $3,297+23.4% | $4,482-9.2% | $3,332+22.1% |
| Admin fee / account holder | $3,327 | $5,066-34.3% | $8,021-58.5% | $4,645-28.4% |