Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,743 | $162,136-74.3% | $152,301-72.6% | $154,746-73.0% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 11.32% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,799 | $4,890-63.2% | $4,624-61.1% | $4,379-58.9% |
| Participant deferral / active EE | $5,943 | $8,341-28.8% | $8,004-25.8% | $6,730-11.7% |
| Admin fee / account holder | $5,360 | $15,759-66.0% | $14,398-62.8% | $14,365-62.7% |