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 | $220,104 | $182,442+20.6% | $163,379+34.7% | $138,895+58.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 1.95% | 72.74%-70.8pp | 63.41%-61.5pp | 145.39%-143.4pp |
| Employer contribution / active EE | $21,248 | $4,159+410.9% | $3,752+466.3% | $4,194+406.6% |
| Participant deferral / active EE | $14,371 | $6,817+110.8% | $6,282+128.8% | $6,396+124.7% |
| Admin fee / account holder | $1,767 | $10,396-83.0% | $9,818-82.0% | $12,562-85.9% |