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 | $128,829 | $156,398-17.6% | $147,318-12.6% | $138,895-7.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 8.02% | 78.75%-70.7pp | 70.43%-62.4pp | 145.39%-137.4pp |
| Employer contribution / active EE | $2,321 | $4,853-52.2% | $4,593-49.5% | $4,194-44.7% |
| Participant deferral / active EE | $8,489 | $8,237+3.1% | $7,906+7.4% | $6,396+32.7% |
| Admin fee / account holder | $1,028 | $14,976-93.1% | $13,708-92.5% | $12,562-91.8% |