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 | $92,782 | $91,559+1.3% | $133,971-30.7% | $79,852+16.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.54% | 61.85%-57.3pp | 45.09%-40.6pp | 31.72%-27.2pp |
| Employer contribution / active EE | $4,288 | $2,384+79.9% | $3,919+9.4% | $2,471+73.5% |
| Participant deferral / active EE | $2,638 | $3,734-29.3% | $5,047-47.7% | $3,740-29.5% |
| Admin fee / account holder | $7,296 | $6,321+15.4% | $8,929-18.3% | $5,306+37.5% |