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 | $61,303 | $83,061-26.2% | $126,068-51.4% | $94,015-34.8% |
| Participation rate | 96.7% | 81.2%+15.5pp | 84.7%+12.0pp | 70.8%+25.8pp |
| Annual return | 10.01% | 20.41%-10.4pp | 15.01%-5.0pp | 17.84%-7.8pp |
| Employer contribution / active EE | $2,816 | $2,864-1.7% | $3,968-29.0% | $2,790+0.9% |
| Participant deferral / active EE | $5,723 | $7,042-18.7% | $8,214-30.3% | $4,249+34.7% |
| Admin fee / account holder | $20,101 | $7,208+178.9% | $18,264+10.1% | $8,951+124.6% |