Sign up free to preview peer percentile detail
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 | $83,363 | $75,541+10.4% | $152,093-45.2% | $82,637+0.9% |
| Participation rate | 92.0% | 66.5%+25.5pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 12.80% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $1,803 | $2,622-31.2% | $4,175-56.8% | $2,552-29.3% |
| Participant deferral / active EE | $5,521 | $3,206+72.2% | $5,451+1.3% | $4,126+33.8% |
| Admin fee / account holder | $51,096 | $6,405+697.8% | $14,497+252.5% | $7,339+596.2% |