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 | $80,205 | $74,535+7.6% | $100,712-20.4% | $82,637-2.9% |
| Participation rate | 92.0% | 61.2%+30.8pp | 69.3%+22.7pp | 68.1%+23.9pp |
| Annual return | 11.55% | 18.92%-7.4pp | 33.27%-21.7pp | 53.51%-42.0pp |
| Employer contribution / active EE | $1,577 | $1,503+4.9% | $2,313-31.8% | $2,552-38.2% |
| Participant deferral / active EE | $10,266 | $3,074+234.0% | $4,085+151.3% | $4,126+148.8% |
| Admin fee / account holder | $1,925 | $6,576-70.7% | $9,256-79.2% | $7,339-73.8% |