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 | $120,083 | $108,942+10.2% | $100,415+19.6% | $145,897-17.7% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 9.71% | 58.27%-48.6pp | 49.47%-39.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $7,633 | $4,422+72.6% | $3,943+93.6% | $4,663+63.7% |
| Participant deferral / active EE | $14,391 | $8,461+70.1% | $8,091+77.9% | $6,689+115.1% |
| Admin fee / account holder | $6,233 | $9,702-35.8% | $7,906-21.2% | $13,390-53.5% |