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 | $104,106 | $172,111-39.5% | $150,298-30.7% | $137,256-24.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 9.92% | 69.37%-59.4pp | 62.79%-52.9pp | 220.34%-210.4pp |
| Employer contribution / active EE | $3,066 | $4,636-33.9% | $4,154-26.2% | $4,156-26.2% |
| Participant deferral / active EE | $3,465 | $6,166-43.8% | $5,453-36.5% | $6,407-45.9% |
| Admin fee / account holder | $873 | $16,471-94.7% | $14,116-93.8% | $12,270-92.9% |