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 | $100,441 | $155,555-35.4% | $146,866-31.6% | $155,188-35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 7.30% | 115.41%-108.1pp | 102.85%-95.6pp | 148.84%-141.5pp |
| Employer contribution / active EE | $2,867 | $4,647-38.3% | $4,425-35.2% | $4,248-32.5% |
| Participant deferral / active EE | $8,044 | $8,0440% | $7,759+3.7% | $6,531+23.2% |
| Admin fee / account holder | $6,023 | $14,755-59.2% | $13,620-55.8% | $14,480-58.4% |