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 | $194,730 | $157,304+23.8% | $141,197+37.9% | $152,909+27.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 13.48% | 64.34%-50.9pp | 71.41%-57.9pp | 345.46%-332.0pp |
| Employer contribution / active EE | $2,725 | $5,263-48.2% | $4,736-42.5% | $4,764-42.8% |
| Participant deferral / active EE | $2,968 | $7,111-58.3% | $6,710-55.8% | $5,851-49.3% |
| Admin fee / account holder | $3,946 | $12,126-67.5% | $10,265-61.6% | $11,601-66.0% |