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 | $141,316 | $126,661+11.6% | $113,397+24.6% | $138,895+1.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 9.83% | 25.05%-15.2pp | 23.20%-13.4pp | 145.39%-135.6pp |
| Employer contribution / active EE | $1,637 | $3,456-52.6% | $2,977-45.0% | $4,194-61.0% |
| Participant deferral / active EE | $11,357 | $5,693+99.5% | $5,076+123.7% | $6,396+77.6% |
| Admin fee / account holder | $998 | $14,549-93.1% | $11,957-91.7% | $12,562-92.1% |