Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $174,844 | $116,203+50.5% | $93,621+86.8% | $152,897+14.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 3.72% | 35.96%-32.2pp | 32.76%-29.0pp | 345.43%-341.7pp |
| Employer contribution / active EE | $2,062 | $3,219-35.9% | $2,719-24.2% | $4,764-56.7% |
| Participant deferral / active EE | $2,360 | $4,605-48.7% | $4,070-42.0% | $5,851-59.7% |
| Admin fee / account holder | $5,428 | $10,751-49.5% | $7,890-31.2% | $11,599-53.2% |