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 | $221,656 | $124,346+78.3% | $111,308+99.1% | $167,536+32.3% |
| Participation rate | 71.4% | 79.6%-8.2pp | 77.3%-5.9pp | 82.1%-10.7pp |
| Annual return | 8.76% | 37.45%-28.7pp | 54.67%-45.9pp | 478.82%-470.1pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,791 | $5,182+11.8% | $4,487+29.1% | $6,342-8.7% |
| Admin fee / account holder | $2,393 | $10,621-77.5% | $7,965-70.0% | $12,315-80.6% |