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 | $122,028 | $148,582-17.9% | $135,942-10.2% | $139,456-12.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.08% | 79.26%-68.2pp | 68.28%-57.2pp | 373.45%-362.4pp |
| Employer contribution / active EE | $2,562 | $5,245-51.1% | $4,858-47.3% | $4,753-46.1% |
| Participant deferral / active EE | $3,882 | $8,101-52.1% | $7,759-50.0% | $6,711-42.2% |
| Admin fee / account holder | $1,500 | $12,402-87.9% | $10,764-86.1% | $11,407-86.9% |