Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $38,060 | $97,125-60.8% | $86,233-55.9% | $137,256-72.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 10.00% | 74.19%-64.2pp | 61.39%-51.4pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,986 | $2,841-30.1% | $2,504-20.7% | $4,156-52.2% |
| Participant deferral / active EE | $9,317 | $5,180+79.9% | $4,559+104.4% | $6,407+45.4% |
| Admin fee / account holder | $834 | $9,725-91.4% | $8,342-90.0% | $12,270-93.2% |