Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $122,552 | $211,288-42.0% | $178,540-31.4% | $145,884-16.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.54% | 30.27%-22.7pp | 27.15%-19.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $9,333 | $4,574+104.1% | $3,953+136.1% | $4,662+100.2% |
| Participant deferral / active EE | $11,161 | $6,967+60.2% | $6,281+77.7% | $6,690+66.8% |
| Admin fee / account holder | $3,835 | $12,105-68.3% | $10,424-63.2% | $13,392-71.4% |