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 | $234,102 | $154,228+51.8% | $145,433+61.0% | $137,256+70.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 11.48% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.9pp |
| Employer contribution / active EE | $6,519 | $4,804+35.7% | $4,554+43.1% | $4,156+56.9% |
| Participant deferral / active EE | $11,191 | $8,216+36.2% | $7,897+41.7% | $6,407+74.7% |
| Admin fee / account holder | $32,965 | $14,344+129.8% | $13,129+151.1% | $12,270+168.7% |