Sign up free to preview peer percentile detail
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 | $61,344 | $101,798-39.7% | $165,071-62.8% | $80,935-24.2% |
| Participation rate | 94.9% | 71.8%+23.0pp | 78.6%+16.2pp | 67.7%+27.2pp |
| Annual return | 10.36% | 16.73%-6.4pp | 70.17%-59.8pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,498 | $2,954-49.3% | $4,347-65.5% | $2,757-45.7% |
| Participant deferral / active EE | $5,063 | $4,476+13.1% | $6,035-16.1% | $4,299+17.8% |
| Admin fee / account holder | $10,516 | $8,221+27.9% | $12,695-17.2% | $6,924+51.9% |