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 | $91,145 | $146,267-37.7% | $197,124-53.8% | $82,448+10.5% |
| Participation rate | 75.9% | 84.0%-8.2pp | 86.7%-10.9pp | 68.1%+7.8pp |
| Annual return | 12.47% | 29.61%-17.1pp | 44.34%-31.9pp | 41.64%-29.2pp |
| Employer contribution / active EE | $11,524 | $4,723+144.0% | $6,227+85.1% | $2,551+351.8% |
| Participant deferral / active EE | $18,242 | $7,035+159.3% | $9,135+99.7% | $4,139+340.7% |
| Admin fee / account holder | $9,694 | $14,422-32.8% | $16,298-40.5% | $7,234+34.0% |