Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $173,571 | $183,627-5.5% | $155,602+11.5% | $145,978+18.9% |
| Participation rate | 81.0% | 82.7%-1.7pp | 78.2%+2.7pp | 80.3%+0.7pp |
| Annual return | 8.59% | 61.32%-52.7pp | 64.81%-56.2pp | 550.52%-541.9pp |
| Employer contribution / active EE | $4,266 | $5,316-19.8% | $4,675-8.8% | $4,662-8.5% |
| Participant deferral / active EE | $4,717 | $6,466-27.0% | $5,629-16.2% | $6,690-29.5% |
| Admin fee / account holder | $3,058 | $19,327-84.2% | $15,923-80.8% | $13,400-77.2% |