Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $64,387 | $81,476-21.0% | $102,383-37.1% | $80,925-20.4% |
| Participation rate | 83.9% | 66.8%+17.0pp | 74.5%+9.4pp | 67.7%+16.2pp |
| Annual return | 9.48% | 25.59%-16.1pp | 24.94%-15.5pp | 35.65%-26.2pp |
| Employer contribution / active EE | $6,118 | $3,105+97.0% | $3,870+58.1% | $2,756+122.0% |
| Participant deferral / active EE | $10,591 | $3,871+173.6% | $5,060+109.3% | $4,299+146.4% |
| Admin fee / account holder | $17,593 | $6,717+161.9% | $8,391+109.7% | $6,940+153.5% |