Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $67,652 | $92,798-27.1% | $96,707-30.0% | $137,256-50.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 8.87% | 31.24%-22.4pp | 34.78%-25.9pp | 220.34%-211.5pp |
| Employer contribution / active EE | $4,964 | $4,147+19.7% | $4,191+18.4% | $4,156+19.4% |
| Participant deferral / active EE | $2,713 | $5,877-53.8% | $5,997-54.8% | $6,407-57.7% |
| Admin fee / account holder | $4,582 | $7,946-42.3% | $7,503-38.9% | $12,270-62.7% |