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 | $142,434 | $136,860+4.1% | $120,344+18.4% | $154,746-8.0% |
| Participation rate | 93.3% | 79.9%+13.4pp | 76.7%+16.6pp | 80.7%+12.6pp |
| Annual return | 8.60% | 21.38%-12.8pp | 20.30%-11.7pp | 172.34%-163.7pp |
| Employer contribution / active EE | $2,245 | $3,533-36.4% | $3,020-25.7% | $4,379-48.7% |
| Participant deferral / active EE | $8,846 | $5,793+52.7% | $5,135+72.3% | $6,730+31.4% |
| Admin fee / account holder | $4,866 | $15,393-68.4% | $12,742-61.8% | $14,365-66.1% |