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 | $172,127 | $112,729+52.7% | $98,716+74.4% | $137,256+25.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 6.24% | 38.48%-32.2pp | 31.81%-25.6pp | 220.34%-214.1pp |
| Employer contribution / active EE | $7,866 | $2,725+188.6% | $2,279+245.2% | $4,156+89.3% |
| Participant deferral / active EE | $10,230 | $4,640+120.5% | $4,048+152.7% | $6,407+59.7% |
| Admin fee / account holder | $16,572 | $10,129+63.6% | $8,703+90.4% | $12,270+35.1% |