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 | $178,530 | $58,311+206.2% | $81,882+118.0% | $80,959+120.5% |
| Participation rate | 72.7% | 63.5%+9.2pp | 72.4%+0.3pp | 67.7%+5.1pp |
| Annual return | 10.26% | 41.85%-31.6pp | 779.47%-769.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $3,020 | $2,347+28.7% | $2,916+3.6% | $2,757+9.5% |
| Participant deferral / active EE | $6,994 | $3,287+112.8% | $4,323+61.8% | $4,300+62.6% |
| Admin fee / account holder | $6,611 | $4,752+39.1% | $7,360-10.2% | $6,925-4.5% |