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 | $87,666 | $85,766+2.2% | $136,298-35.7% | $70,126+25.0% |
| Participation rate | 84.3% | 74.2%+10.2pp | 81.9%+2.4pp | 69.5%+14.8pp |
| Annual return | 13.48% | 31.46%-18.0pp | 5156.27%-5142.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $4,373 | $2,966+47.4% | $4,696-6.9% | $2,343+86.7% |
| Participant deferral / active EE | $3,826 | $5,051-24.3% | $6,247-38.8% | $3,332+14.8% |
| Admin fee / account holder | $10,468 | $5,421+93.1% | $9,244+13.2% | $4,645+125.3% |