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 | $160,962 | $57,590+179.5% | $86,233+86.7% | $82,448+95.2% |
| Participation rate | 97.4% | 57.9%+39.6pp | 69.0%+28.4pp | 68.1%+29.4pp |
| Annual return | 13.01% | 22.41%-9.4pp | 61.39%-48.4pp | 41.64%-28.6pp |
| Employer contribution / active EE | $13,880 | $1,655+738.5% | $2,504+454.2% | $2,551+444.1% |
| Participant deferral / active EE | $4,121 | $3,080+33.8% | $4,559-9.6% | $4,139-0.4% |
| Admin fee / account holder | $4,651 | $4,730-1.7% | $8,342-44.2% | $7,234-35.7% |