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 | $225,186 | $148,623+51.5% | $135,974+65.6% | $139,466+61.5% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 11.24% | 79.30%-68.1pp | 68.30%-57.1pp | 373.66%-362.4pp |
| Employer contribution / active EE | $3,655 | $5,246-30.3% | $4,859-24.8% | $4,754-23.1% |
| Participant deferral / active EE | $11,112 | $8,103+37.1% | $7,760+43.2% | $6,712+65.5% |
| Admin fee / account holder | $23,403 | $12,406+88.6% | $10,767+117.4% | $11,409+105.1% |