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 | $98,849 | $172,111-42.6% | $150,298-34.2% | $137,256-28.0% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 6.41% | 69.37%-63.0pp | 62.79%-56.4pp | 220.34%-213.9pp |
| Employer contribution / active EE | $3,801 | $4,636-18.0% | $4,154-8.5% | $4,156-8.5% |
| Participant deferral / active EE | $15,614 | $6,166+153.2% | $5,453+186.3% | $6,407+143.7% |
| Admin fee / account holder | $10,224 | $16,471-37.9% | $14,116-27.6% | $12,270-16.7% |