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 | $73,745 | $100,073-26.3% | $85,126-13.4% | $145,877-49.4% |
| Participation rate | 93.3% | 74.1%+19.2pp | 67.5%+25.8pp | 80.3%+13.0pp |
| Annual return | 7.39% | 84.11%-76.7pp | 66.63%-59.2pp | 551.28%-543.9pp |
| Employer contribution / active EE | $3,886 | $3,236+20.1% | $2,731+42.3% | $4,663-16.7% |
| Participant deferral / active EE | $6,449 | $5,294+21.8% | $4,523+42.6% | $6,691-3.6% |
| Admin fee / account holder | $9,562 | $7,261+31.7% | $6,160+55.2% | $13,402-28.7% |