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 | $147,158 | $99,875+47.3% | $146,866+0.2% | $86,983+69.2% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.5%+6.4pp | 69.5%+19.3pp |
| Annual return | 10.36% | 28.10%-17.7pp | 102.85%-92.5pp | 25.83%-15.5pp |
| Employer contribution / active EE | $4,327 | $3,224+34.2% | $4,425-2.2% | $2,584+67.4% |
| Participant deferral / active EE | $4,978 | $6,322-21.3% | $7,759-35.8% | $4,194+18.7% |
| Admin fee / account holder | $23,048 | $7,838+194.1% | $13,620+69.2% | $7,856+193.4% |