Sign up free to preview peer percentile detail
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 | $40,211 | $81,487-50.7% | $102,412-60.7% | $80,935-50.3% |
| Participation rate | 88.6% | 66.8%+21.7pp | 74.5%+14.1pp | 67.7%+20.9pp |
| Annual return | 9.55% | 25.60%-16.0pp | 24.94%-15.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $2,242 | $3,103-27.7% | $3,870-42.1% | $2,757-18.7% |
| Participant deferral / active EE | $4,407 | $3,871+13.9% | $5,060-12.9% | $4,299+2.5% |
| Admin fee / account holder | $1,571 | $6,717-76.6% | $8,388-81.3% | $6,924-77.3% |