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 | $166,622 | $156,398+6.5% | $147,318+13.1% | $138,895+20.0% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 11.45% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-133.9pp |
| Employer contribution / active EE | $961 | $4,853-80.2% | $4,593-79.1% | $4,194-77.1% |
| Participant deferral / active EE | $2,785 | $8,237-66.2% | $7,906-64.8% | $6,396-56.5% |
| Admin fee / account holder | $2,575 | $14,976-82.8% | $13,708-81.2% | $12,562-79.5% |