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 | $166,773 | $183,592-9.2% | $155,567+7.2% | $145,959+14.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 6.11% | 61.24%-55.1pp | 64.74%-58.6pp | 561.95%-555.8pp |
| Employer contribution / active EE | $2,213 | $5,315-58.4% | $4,674-52.6% | $4,661-52.5% |
| Participant deferral / active EE | $7,621 | $6,464+17.9% | $5,628+35.4% | $6,689+13.9% |
| Admin fee / account holder | $3,310 | $19,318-82.9% | $15,916-79.2% | $13,398-75.3% |