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 | $80,553 | $156,398-48.5% | $147,318-45.3% | $138,895-42.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.17% | 78.75%-73.6pp | 70.43%-65.3pp | 145.39%-140.2pp |
| Employer contribution / active EE | $7,206 | $4,853+48.5% | $4,593+56.9% | $4,194+71.8% |
| Participant deferral / active EE | $4,188 | $8,237-49.2% | $7,906-47.0% | $6,396-34.5% |
| Admin fee / account holder | $37,276 | $14,976+148.9% | $13,708+171.9% | $12,562+196.7% |