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 | $161,612 | $65,364+147.3% | $92,909+73.9% | $72,975+121.5% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.2pp |
| Annual return | 4.05% | 42.11%-38.1pp | 109.44%-105.4pp | 81.01%-77.0pp |
| Employer contribution / active EE | $15,761 | $2,594+507.5% | $3,653+331.4% | $2,440+545.9% |
| Participant deferral / active EE | $8,173 | $3,128+161.2% | $4,238+92.8% | $3,608+126.5% |
| Admin fee / account holder | $10,560 | $4,251+148.4% | $5,795+82.2% | $5,124+106.1% |