Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $228,135 | $171,272+33.2% | $127,803+78.5% | $152,885+49.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | 12.04% | 23.54%-11.5pp | 26.14%-14.1pp | 345.39%-333.4pp |
| Employer contribution / active EE | $1,751 | $5,451-67.9% | $4,576-61.7% | $4,763-63.2% |
| Participant deferral / active EE | $3,224 | $7,043-54.2% | $6,023-46.5% | $5,851-44.9% |
| Admin fee / account holder | $2,046 | $14,540-85.9% | $9,399-78.2% | $11,598-82.4% |