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 | $110,209 | $105,145+4.8% | $94,664+16.4% | $139,466-21.0% |
| Participation rate | 76.5% | 82.4%-5.9pp | 80.8%-4.4pp | 80.3%-3.9pp |
| Annual return | 11.26% | 38.09%-26.8pp | 156.84%-145.6pp | 373.66%-362.4pp |
| Employer contribution / active EE | $3,681 | $4,107-10.4% | $3,673+0.2% | $4,754-22.6% |
| Participant deferral / active EE | $7,512 | $7,599-1.1% | $7,417+1.3% | $6,712+11.9% |
| Admin fee / account holder | $9,812 | $8,972+9.4% | $7,222+35.9% | $11,409-14.0% |