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 | $57,727 | $209,336-72.4% | $197,124-70.7% | $137,256-57.9% |
| Participation rate | 87.5% | 87.3%+0.2pp | 86.7%+0.8pp | 80.0%+7.5pp |
| Annual return | 9.36% | 48.09%-38.7pp | 44.34%-35.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $3,651 | $6,591-44.6% | $6,227-41.4% | $4,156-12.2% |
| Participant deferral / active EE | $5,363 | $9,614-44.2% | $9,135-41.3% | $6,407-16.3% |
| Admin fee / account holder | $3,552 | $17,308-79.5% | $16,298-78.2% | $12,270-71.1% |