Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $72,005 | $58,493+23.1% | $84,023-14.3% | $72,976-1.3% |
| Participation rate | 85.4% | 61.2%+24.1pp | 69.0%+16.3pp | 69.5%+15.9pp |
| Annual return | 3.19% | 28.93%-25.7pp | 71.32%-68.1pp | 81.02%-77.8pp |
| Employer contribution / active EE | $4,195 | $1,163+260.7% | $1,984+111.5% | $2,440+71.9% |
| Participant deferral / active EE | $3,371 | $2,394+40.8% | $3,239+4.1% | $3,608-6.6% |
| Admin fee / account holder | $2,860 | $4,569-37.4% | $6,102-53.1% | $5,124-44.2% |