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 | $145,138 | $176,794-17.9% | $146,647-1.0% | $167,553-13.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.69% | 24.04%-16.4pp | 22.75%-15.1pp | 478.89%-471.2pp |
| Employer contribution / active EE | $14,515 | $5,161+181.2% | $4,137+250.9% | $4,840+199.9% |
| Participant deferral / active EE | $11,471 | $6,440+78.1% | $5,506+108.3% | $6,343+80.9% |
| Admin fee / account holder | $7,350 | $13,262-44.6% | $10,281-28.5% | $12,316-40.3% |