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 | $233,655 | $183,539+27.3% | $155,556+50.2% | $145,897+60.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.70% | 61.31%-53.6pp | 64.84%-57.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $4,048 | $5,315-23.8% | $4,675-13.4% | $4,663-13.2% |
| Participant deferral / active EE | $16,712 | $6,467+158.4% | $5,631+196.8% | $6,689+149.8% |
| Admin fee / account holder | $1,014 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |