Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $157,495 | $93,617+68.2% | $135,982+15.8% | $75,177+109.5% |
| Participation rate | 92.3% | 75.2%+17.1pp | 81.9%+10.4pp | 67.2%+25.1pp |
| Annual return | 12.00% | 30.89%-18.9pp | 68.32%-56.3pp | 160.75%-148.7pp |
| Employer contribution / active EE | $6,562 | $3,538+85.4% | $4,859+35.0% | $2,671+145.7% |
| Participant deferral / active EE | $4,903 | $6,406-23.5% | $7,760-36.8% | $4,126+18.8% |
| Admin fee / account holder | $28,670 | $6,980+310.8% | $10,767+166.3% | $5,651+407.3% |