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 | $171,886 | $70,366+144.3% | $66,674+157.8% | $138,895+23.8% |
| Participation rate | 91.3% | 76.2%+15.1pp | 73.7%+17.6pp | 79.9%+11.4pp |
| Annual return | 11.47% | 386.41%-374.9pp | 321.24%-309.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $7,788 | $2,765+181.7% | $2,620+197.3% | $4,194+85.7% |
| Participant deferral / active EE | $3,659 | $4,374-16.3% | $4,084-10.4% | $6,396-42.8% |
| Admin fee / account holder | $6,753 | $5,262+28.3% | $5,098+32.5% | $12,562-46.2% |