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 | $83,443 | $52,580+58.7% | $71,671+16.4% | $70,126+19.0% |
| Participation rate | 93.5% | 60.9%+32.7pp | 68.7%+24.8pp | 69.5%+24.0pp |
| Annual return | 11.99% | 20.25%-8.3pp | 20.65%-8.7pp | 73.15%-61.2pp |
| Employer contribution / active EE | $3,568 | $1,616+120.8% | $2,460+45.1% | $2,343+52.3% |
| Participant deferral / active EE | $1,818 | $2,386-23.8% | $3,438-47.1% | $3,332-45.4% |
| Admin fee / account holder | $3,481 | $3,653-4.7% | $5,558-37.4% | $4,645-25.1% |