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 | $242,617 | $123,793+96.0% | $177,848+36.4% | $79,856+203.8% |
| Participation rate | 74.2% | 84.7%-10.5pp | 87.7%-13.5pp | 69.6%+4.6pp |
| Annual return | 8.31% | 22.82%-14.5pp | 48.33%-40.0pp | 31.71%-23.4pp |
| Employer contribution / active EE | $5,827 | $4,095+42.3% | $5,919-1.6% | $2,471+135.8% |
| Participant deferral / active EE | $11,978 | $5,956+101.1% | $7,714+55.3% | $3,741+220.2% |
| Admin fee / account holder | $932 | $7,243-87.1% | $12,431-92.5% | $5,306-82.4% |