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 | $80,409 | $106,749-24.7% | $145,433-44.7% | $82,448-2.5% |
| Participation rate | 75.8% | 75.6%+0.1pp | 82.1%-6.4pp | 68.1%+7.7pp |
| Annual return | 12.68% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $2,685 | $3,444-22.1% | $4,554-41.1% | $2,551+5.2% |
| Participant deferral / active EE | $6,712 | $6,519+3.0% | $7,897-15.0% | $4,139+62.1% |
| Admin fee / account holder | $1,954 | $8,390-76.7% | $13,129-85.1% | $7,234-73.0% |