Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $164,273 | $154,228+6.5% | $145,433+13.0% | $137,256+19.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.25% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $8,246 | $4,804+71.6% | $4,554+81.0% | $4,156+98.4% |
| Participant deferral / active EE | $24,188 | $8,216+194.4% | $7,897+206.3% | $6,407+277.5% |
| Admin fee / account holder | $2,350 | $14,344-83.6% | $13,129-82.1% | $12,270-80.8% |