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 | $55,526 | $183,516-69.7% | $155,534-64.3% | $145,884-61.9% |
| Participation rate | 76.2% | 82.7%-6.5pp | 78.2%-2.0pp | 80.3%-4.1pp |
| Annual return | 5.08% | 61.43%-56.3pp | 64.92%-59.8pp | 551.85%-546.8pp |
| Employer contribution / active EE | $1,189 | $5,315-77.6% | $4,675-74.6% | $4,662-74.5% |
| Participant deferral / active EE | $2,606 | $6,467-59.7% | $5,630-53.7% | $6,690-61.0% |
| Admin fee / account holder | $4,669 | $19,293-75.8% | $15,900-70.6% | $13,392-65.1% |