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 | $104,192 | $106,749-2.4% | $145,433-28.4% | $82,448+26.4% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | 11.57% | 27.59%-16.0pp | 66.58%-55.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $6,802 | $3,444+97.5% | $4,554+49.3% | $2,551+166.6% |
| Participant deferral / active EE | $9,217 | $6,519+41.4% | $7,897+16.7% | $4,139+122.7% |
| Admin fee / account holder | $17,024 | $8,390+102.9% | $13,129+29.7% | $7,234+135.3% |