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 | $70,421 | $175,259-59.8% | $149,723-53.0% | $139,487-49.5% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 10.37% | 166.82%-156.5pp | 134.50%-124.1pp | 373.84%-363.5pp |
| Employer contribution / active EE | $1,718 | $5,478-68.6% | $4,821-64.4% | $4,755-63.9% |
| Participant deferral / active EE | $6,050 | $6,522-7.2% | $5,682+6.5% | $6,713-9.9% |
| Admin fee / account holder | $2,925 | $16,158-81.9% | $13,215-77.9% | $11,407-74.4% |