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 | $206,688 | $162,136+27.5% | $152,301+35.7% | $154,746+33.6% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 4.52% | 91.02%-86.5pp | 80.50%-76.0pp | 172.34%-167.8pp |
| Employer contribution / active EE | $5,641 | $4,890+15.4% | $4,624+22.0% | $4,379+28.8% |
| Participant deferral / active EE | $18,473 | $8,341+121.5% | $8,004+130.8% | $6,730+174.5% |
| Admin fee / account holder | $7,574 | $15,759-51.9% | $14,398-47.4% | $14,365-47.3% |