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 | $243,867 | $227,633+7.1% | $189,597+28.6% | $167,553+45.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 4.22% | 78.45%-74.2pp | 64.20%-60.0pp | 478.89%-474.7pp |
| Employer contribution / active EE | $1,483 | $5,317-72.1% | $4,412-66.4% | $4,840-69.4% |
| Participant deferral / active EE | $5,971 | $7,003-14.7% | $6,174-3.3% | $6,343-5.9% |
| Admin fee / account holder | $662 | $11,879-94.4% | $9,807-93.3% | $12,316-94.6% |