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 | $107,679 | $93,589+15.1% | $135,942-20.8% | $75,181+43.2% |
| Participation rate | 88.2% | 75.2%+13.0pp | 81.9%+6.3pp | 67.2%+21.0pp |
| Annual return | 13.35% | 30.90%-17.6pp | 68.28%-54.9pp | 160.69%-147.3pp |
| Employer contribution / active EE | $8,832 | $3,537+149.7% | $4,858+81.8% | $2,671+230.7% |
| Participant deferral / active EE | $8,312 | $6,405+29.8% | $7,759+7.1% | $4,126+101.5% |
| Admin fee / account holder | $1,891 | $6,977-72.9% | $10,764-82.4% | $5,650-66.5% |