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 | $111,313 | $93,617+18.9% | $135,982-18.1% | $75,177+48.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.05% | 30.89%-15.8pp | 68.32%-53.3pp | 160.75%-145.7pp |
| Employer contribution / active EE | $4,784 | $3,538+35.2% | $4,859-1.5% | $2,671+79.1% |
| Participant deferral / active EE | $4,173 | $6,406-34.9% | $7,760-46.2% | $4,126+1.1% |
| Admin fee / account holder | $589 | $6,980-91.6% | $10,767-94.5% | $5,651-89.6% |