Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $96,174 | $175,259-45.1% | $149,723-35.8% | $139,487-31.1% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 9.92% | 166.82%-156.9pp | 134.50%-124.6pp | 373.84%-363.9pp |
| Employer contribution / active EE | $2,729 | $5,478-50.2% | $4,821-43.4% | $4,755-42.6% |
| Participant deferral / active EE | $3,657 | $6,522-43.9% | $5,682-35.7% | $6,713-45.5% |
| Admin fee / account holder | $686 | $16,158-95.8% | $13,215-94.8% | $11,407-94.0% |