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 | $225,263 | $103,164+118.4% | $90,259+149.6% | $154,746+45.6% |
| Participation rate | 85.7% | 76.1%+9.6pp | 70.7%+15.0pp | 80.7%+5.0pp |
| Annual return | 7.40% | 19.25%-11.8pp | 18.88%-11.5pp | 172.34%-164.9pp |
| Employer contribution / active EE | $4,667 | $2,532+84.3% | $2,291+103.7% | $4,379+6.6% |
| Participant deferral / active EE | $8,174 | $4,422+84.9% | $3,827+113.6% | $6,730+21.4% |
| Admin fee / account holder | $5,492 | $8,593-36.1% | $7,267-24.4% | $14,365-61.8% |