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 | $146,990 | $174,379-15.7% | $152,093-3.4% | $138,895+5.8% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 7.21% | 74.86%-67.6pp | 66.36%-59.1pp | 145.39%-138.2pp |
| Employer contribution / active EE | $1,690 | $4,652-63.7% | $4,175-59.5% | $4,194-59.7% |
| Participant deferral / active EE | $6,618 | $6,159+7.4% | $5,451+21.4% | $6,396+3.5% |
| Admin fee / account holder | $1,014 | $16,880-94.0% | $14,497-93.0% | $12,562-91.9% |