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 | $131,527 | $209,336-37.2% | $197,124-33.3% | $137,256-4.2% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 10.93% | 48.09%-37.2pp | 44.34%-33.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $3,465 | $6,591-47.4% | $6,227-44.4% | $4,156-16.6% |
| Participant deferral / active EE | $4,192 | $9,614-56.4% | $9,135-54.1% | $6,407-34.6% |
| Admin fee / account holder | $32,001 | $17,308+84.9% | $16,298+96.4% | $12,270+160.8% |