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 | $158,053 | $106,247+48.8% | $96,515+63.8% | $139,466+13.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.82% | 38.47%-31.6pp | 35.73%-28.9pp | 373.66%-366.8pp |
| Employer contribution / active EE | $17,477 | $4,106+325.7% | $3,740+367.3% | $4,754+267.6% |
| Participant deferral / active EE | $7,610 | $5,456+39.5% | $4,880+55.9% | $6,712+13.4% |
| Admin fee / account holder | $1,733 | $7,885-78.0% | $6,735-74.3% | $11,409-84.8% |