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 | $129,618 | $92,798+39.7% | $96,707+34.0% | $137,256-5.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 9.84% | 31.24%-21.4pp | 34.78%-24.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $6,979 | $4,147+68.3% | $4,191+66.5% | $4,156+67.9% |
| Participant deferral / active EE | $7,124 | $5,877+21.2% | $5,997+18.8% | $6,407+11.2% |
| Admin fee / account holder | $13,553 | $7,946+70.6% | $7,503+80.6% | $12,270+10.5% |