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 | $134,740 | $110,379+22.1% | $102,412+31.6% | $145,884-7.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.75% | 24.84%-16.1pp | 24.94%-16.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $9,439 | $4,216+123.9% | $3,870+143.9% | $4,662+102.5% |
| Participant deferral / active EE | $9,778 | $5,622+73.9% | $5,060+93.2% | $6,690+46.2% |
| Admin fee / account holder | $1,386 | $9,745-85.8% | $8,388-83.5% | $13,392-89.7% |