Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $115,501 | $212,386-45.6% | $199,883-42.2% | $138,895-16.8% |
| Participation rate | 92.9% | 87.4%+5.5pp | 86.8%+6.1pp | 79.9%+12.9pp |
| Annual return | 6.65% | 47.75%-41.1pp | 43.81%-37.2pp | 145.39%-138.7pp |
| Employer contribution / active EE | $1,414 | $6,625-78.7% | $6,261-77.4% | $4,194-66.3% |
| Participant deferral / active EE | $4,685 | $9,617-51.3% | $9,138-48.7% | $6,396-26.8% |
| Admin fee / account holder | $5,264 | $18,233-71.1% | $17,268-69.5% | $12,562-58.1% |