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 | $186,470 | $165,381+12.8% | $149,730+24.5% | $158,966+17.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.61% | 348.29%-340.7pp | 276.70%-269.1pp | 302.95%-295.3pp |
| Employer contribution / active EE | $6,770 | $5,104+32.6% | $4,645+45.7% | $4,762+42.2% |
| Participant deferral / active EE | $12,644 | $7,182+76.0% | $6,843+84.8% | $5,983+111.3% |
| Admin fee / account holder | $750 | $10,809-93.1% | $9,310-91.9% | $11,250-93.3% |