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 | $241,362 | $110,379+118.7% | $102,412+135.7% | $145,884+65.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.81% | 24.84%-20.0pp | 24.94%-20.1pp | 551.85%-547.0pp |
| Employer contribution / active EE | $1,981 | $4,216-53.0% | $3,870-48.8% | $4,662-57.5% |
| Participant deferral / active EE | $6,611 | $5,622+17.6% | $5,060+30.6% | $6,690-1.2% |
| Admin fee / account holder | $54,545 | $9,745+459.7% | $8,388+550.3% | $13,392+307.3% |