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 | $145,175 | $135,956+6.8% | $123,894+17.2% | $273,972-47.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.21% | 56.63%-53.4pp | 47.52%-44.3pp | 41.46%-38.2pp |
| Employer contribution / active EE | $3,864 | $5,170-25.3% | $4,617-16.3% | $4,869-20.6% |
| Participant deferral / active EE | $8,573 | $6,343+35.2% | $5,984+43.3% | $5,287+62.1% |
| Admin fee / account holder | $1,445 | $9,817-85.3% | $8,357-82.7% | $10,133-85.7% |