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 | $73,716 | $101,795-27.6% | $165,100-55.4% | $80,959-8.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 9.86% | 16.73%-6.9pp | 70.21%-60.3pp | 35.67%-25.8pp |
| Employer contribution / active EE | $9,086 | $2,954+207.6% | $4,348+109.0% | $2,757+229.5% |
| Participant deferral / active EE | $5,068 | $4,476+13.2% | $6,035-16.0% | $4,300+17.9% |
| Admin fee / account holder | $7,538 | $8,221-8.3% | $12,696-40.6% | $6,925+8.8% |