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 | $94,559 | $72,071+31.2% | $68,368+38.3% | $137,256-31.1% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.0%-6.6pp |
| Annual return | 11.42% | 353.14%-341.7pp | 292.57%-281.2pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,768 | $2,788-0.7% | $2,649+4.5% | $4,156-33.4% |
| Participant deferral / active EE | $5,043 | $4,410+14.3% | $4,123+22.3% | $6,407-21.3% |
| Admin fee / account holder | $685 | $5,336-87.2% | $5,150-86.7% | $12,270-94.4% |