Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $113,131 | $72,269+56.5% | $101,271+11.7% | $79,852+41.7% |
| Participation rate | 87.5% | 68.5%+19.0pp | 75.8%+11.7pp | 69.6%+17.9pp |
| Annual return | 9.56% | 22.29%-12.7pp | 46.48%-36.9pp | 31.72%-22.2pp |
| Employer contribution / active EE | $9,647 | $2,692+258.4% | $3,660+163.6% | $2,471+290.4% |
| Participant deferral / active EE | $3,930 | $3,282+19.8% | $4,371-10.1% | $3,740+5.1% |
| Admin fee / account holder | $5,005 | $4,401+13.7% | $5,948-15.8% | $5,306-5.7% |