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 | $133,151 | $114,712+16.1% | $173,730-23.4% | $87,485+52.2% |
| Participation rate | 85.2% | 73.0%+12.3pp | 79.6%+5.7pp | 68.9%+16.3pp |
| Annual return | 5.48% | 20.18%-14.7pp | 19.96%-14.5pp | 26.06%-20.6pp |
| Employer contribution / active EE | $2,988 | $2,904+2.9% | $4,577-34.7% | $2,596+15.1% |
| Participant deferral / active EE | $7,431 | $4,642+60.1% | $6,326+17.5% | $4,274+73.9% |
| Admin fee / account holder | $1,514 | $10,210-85.2% | $17,523-91.4% | $7,775-80.5% |