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 | $94,599 | $110,410-14.3% | $102,437-7.7% | $145,897-35.2% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 9.01% | 24.85%-15.8pp | 24.95%-15.9pp | 552.29%-543.3pp |
| Employer contribution / active EE | $2,600 | $4,217-38.3% | $3,871-32.8% | $4,663-44.2% |
| Participant deferral / active EE | $4,902 | $5,622-12.8% | $5,060-3.1% | $6,689-26.7% |
| Admin fee / account holder | $8,870 | $9,745-9.0% | $8,388+5.7% | $13,390-33.8% |