Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $84,285 | $76,834+9.7% | $108,359-22.2% | $87,485-3.7% |
| Participation rate | 96.2% | 61.7%+34.4pp | 70.1%+26.0pp | 68.9%+27.2pp |
| Annual return | 11.99% | 19.09%-7.1pp | 36.89%-24.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $3,513 | $1,556+125.7% | $2,399+46.4% | $2,596+35.3% |
| Participant deferral / active EE | $2,252 | $3,100-27.3% | $4,137-45.6% | $4,274-47.3% |
| Admin fee / account holder | $3,731 | $6,537-42.9% | $9,741-61.7% | $7,775-52.0% |