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 | $159,319 | $172,111-7.4% | $150,298+6.0% | $137,256+16.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.15% | 69.37%-58.2pp | 62.79%-51.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,170 | $4,636-31.6% | $4,154-23.7% | $4,156-23.7% |
| Participant deferral / active EE | $10,660 | $6,166+72.9% | $5,453+95.5% | $6,407+66.4% |
| Admin fee / account holder | $5,736 | $16,471-65.2% | $14,116-59.4% | $12,270-53.2% |