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 | $214,845 | $172,111+24.8% | $150,298+42.9% | $137,256+56.5% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 10.35% | 69.37%-59.0pp | 62.79%-52.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $6,821 | $4,636+47.1% | $4,154+64.2% | $4,156+64.1% |
| Participant deferral / active EE | $7,265 | $6,166+17.8% | $5,453+33.2% | $6,407+13.4% |
| Admin fee / account holder | $6,078 | $16,471-63.1% | $14,116-56.9% | $12,270-50.5% |