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 | $159,961 | $81,487+96.3% | $102,412+56.2% | $80,935+97.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.96% | 25.60%-16.6pp | 24.94%-16.0pp | 35.66%-26.7pp |
| Employer contribution / active EE | $7,495 | $3,103+141.6% | $3,870+93.7% | $2,757+171.9% |
| Participant deferral / active EE | $6,750 | $3,871+74.4% | $5,060+33.4% | $4,299+57.0% |
| Admin fee / account holder | $46,628 | $6,717+594.2% | $8,388+455.9% | $6,924+573.4% |