Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $128,512 | $156,398-17.8% | $147,318-12.8% | $138,895-7.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.26% | 78.75%-67.5pp | 70.43%-59.2pp | 145.39%-134.1pp |
| Employer contribution / active EE | $6,779 | $4,853+39.7% | $4,593+47.6% | $4,194+61.6% |
| Participant deferral / active EE | $20,077 | $8,237+143.7% | $7,906+153.9% | $6,396+213.9% |
| Admin fee / account holder | $751 | $14,976-95.0% | $13,708-94.5% | $12,562-94.0% |