Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $101,066 | $106,749-5.3% | $145,433-30.5% | $82,448+22.6% |
| Participation rate | 96.9% | 75.6%+21.2pp | 82.1%+14.8pp | 68.1%+28.8pp |
| Annual return | 12.52% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $9,597 | $3,444+178.6% | $4,554+110.7% | $2,551+276.2% |
| Participant deferral / active EE | $14,428 | $6,519+121.3% | $7,897+82.7% | $4,139+248.6% |
| Admin fee / account holder | $9,198 | $8,390+9.6% | $13,129-29.9% | $7,234+27.1% |