Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $151,704 | $154,228-1.6% | $145,433+4.3% | $137,256+10.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.23% | 74.59%-63.4pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $3,293 | $4,804-31.4% | $4,554-27.7% | $4,156-20.8% |
| Participant deferral / active EE | $8,033 | $8,216-2.2% | $7,897+1.7% | $6,407+25.4% |
| Admin fee / account holder | $7,190 | $14,344-49.9% | $13,129-45.2% | $12,270-41.4% |