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 | $178,515 | $115,814+54.1% | $101,275+76.3% | $158,982+12.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 3.89% | 56.16%-52.3pp | 46.48%-42.6pp | 302.99%-299.1pp |
| Employer contribution / active EE | $5,263 | $4,176+26.0% | $3,660+43.8% | $4,763+10.5% |
| Participant deferral / active EE | $5,230 | $4,958+5.5% | $4,371+19.7% | $5,983-12.6% |
| Admin fee / account holder | $520 | $7,249-92.8% | $5,948-91.3% | $11,252-95.4% |