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 | $118,173 | $78,027+51.5% | $178,528-33.8% | $80,925+46.0% |
| Participation rate | 82.8% | 65.7%+17.1pp | 77.1%+5.7pp | 67.7%+15.1pp |
| Annual return | 9.31% | 18.09%-8.8pp | 27.11%-17.8pp | 35.65%-26.3pp |
| Employer contribution / active EE | $8,499 | $2,281+272.6% | $3,950+115.1% | $2,756+208.4% |
| Participant deferral / active EE | $6,974 | $4,408+58.2% | $6,278+11.1% | $4,299+62.2% |
| Admin fee / account holder | $14,828 | $7,168+106.9% | $10,419+42.3% | $6,940+113.7% |