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 | $145,595 | $115,810+25.7% | $101,271+43.8% | $158,966-8.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 5.16% | 56.15%-51.0pp | 46.48%-41.3pp | 302.95%-297.8pp |
| Employer contribution / active EE | $7,037 | $4,175+68.5% | $3,660+92.3% | $4,762+47.8% |
| Participant deferral / active EE | $12,816 | $4,958+158.5% | $4,371+193.2% | $5,983+114.2% |
| Admin fee / account holder | $12,353 | $7,248+70.4% | $5,948+107.7% | $11,250+9.8% |