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 | $70,983 | $81,233-12.6% | $155,567-54.4% | $80,874-12.2% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 7.91% | 33.33%-25.4pp | 64.74%-56.8pp | 35.62%-27.7pp |
| Employer contribution / active EE | $6,460 | $3,101+108.3% | $4,674+38.2% | $2,756+134.4% |
| Participant deferral / active EE | $4,381 | $3,452+26.9% | $5,628-22.2% | $4,297+2.0% |
| Admin fee / account holder | $11,336 | $7,998+41.7% | $15,916-28.8% | $6,935+63.5% |