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 | $115,890 | $93,598+23.8% | $135,974-14.8% | $75,173+54.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.22% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $7,027 | $3,538+98.6% | $4,859+44.6% | $2,671+163.1% |
| Participant deferral / active EE | $4,020 | $6,405-37.2% | $7,760-48.2% | $4,126-2.6% |
| Admin fee / account holder | $7,229 | $6,978+3.6% | $10,767-32.9% | $5,651+27.9% |