Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $34,673 | $156,398-77.8% | $147,318-76.5% | $138,895-75.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 9.05% | 78.75%-69.7pp | 70.43%-61.4pp | 145.39%-136.3pp |
| Employer contribution / active EE | $4,071 | $4,853-16.1% | $4,593-11.4% | $4,194-2.9% |
| Participant deferral / active EE | $4,159 | $8,237-49.5% | $7,906-47.4% | $6,396-35.0% |
| Admin fee / account holder | $7,537 | $14,976-49.7% | $13,708-45.0% | $12,562-40.0% |