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 | $107,283 | $185,312-42.1% | $161,489-33.6% | $154,746-30.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.99% | 103.84%-93.9pp | 89.72%-79.7pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,083 | $4,769-77.3% | $4,268-74.6% | $4,379-75.3% |
| Participant deferral / active EE | $2,758 | $6,350-56.6% | $5,630-51.0% | $6,730-59.0% |
| Admin fee / account holder | $2,179 | $18,654-88.3% | $16,006-86.4% | $14,365-84.8% |