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 | $184,573 | $106,749+72.9% | $145,433+26.9% | $82,448+123.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.49% | 27.59%-14.1pp | 66.58%-53.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $8,975 | $3,444+160.6% | $4,554+97.1% | $2,551+251.8% |
| Participant deferral / active EE | $9,647 | $6,519+48.0% | $7,897+22.2% | $4,139+133.1% |
| Admin fee / account holder | $2,530 | $8,390-69.8% | $13,129-80.7% | $7,234-65.0% |