Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $135,219 | $106,247+27.3% | $96,515+40.1% | $139,466-3.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 4.90% | 38.47%-33.6pp | 35.73%-30.8pp | 373.66%-368.8pp |
| Employer contribution / active EE | $24,005 | $4,106+484.7% | $3,740+541.9% | $4,754+405.0% |
| Participant deferral / active EE | $16,500 | $5,456+202.4% | $4,880+238.1% | $6,712+145.8% |
| Admin fee / account holder | $1,721 | $7,885-78.2% | $6,735-74.5% | $11,409-84.9% |