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 | $139,859 | $79,894+75.1% | $135,792+3.0% | $82,637+69.2% |
| Participation rate | 71.1% | 63.0%+8.1pp | 72.6%-1.5pp | 68.1%+3.0pp |
| Annual return | 10.01% | 17.20%-7.2pp | 25.96%-15.9pp | 53.51%-43.5pp |
| Employer contribution / active EE | $2,306 | $2,165+6.5% | $3,496-34.0% | $2,552-9.7% |
| Participant deferral / active EE | $4,321 | $3,194+35.3% | $4,759-9.2% | $4,126+4.7% |
| Admin fee / account holder | $9,336 | $6,434+45.1% | $12,266-23.9% | $7,339+27.2% |