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 | $219,488 | $183,516+19.6% | $155,534+41.1% | $145,884+50.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.13% | 61.43%-58.3pp | 64.92%-61.8pp | 551.85%-548.7pp |
| Employer contribution / active EE | $1,904 | $5,315-64.2% | $4,675-59.3% | $4,662-59.2% |
| Participant deferral / active EE | $6,667 | $6,467+3.1% | $5,630+18.4% | $6,690-0.3% |
| Admin fee / account holder | $1,077 | $19,293-94.4% | $15,900-93.2% | $13,392-92.0% |