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 | $237,865 | $167,522+42.0% | $151,639+56.9% | $134,532+76.8% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -30.41% | 7.81%-38.2pp | 3.34%-33.8pp | 418.27%-448.7pp |
| Employer contribution / active EE | $5,520 | $6,828-19.2% | $6,165-10.5% | $4,741+16.4% |
| Participant deferral / active EE | $12,127 | $8,986+35.0% | $8,363+45.0% | $6,401+89.5% |
| Admin fee / account holder | $1,182 | $13,780-91.4% | $11,613-89.8% | $11,429-89.7% |