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 | $99,099 | $209,336-52.7% | $197,124-49.7% | $137,256-27.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.20% | 48.09%-42.9pp | 44.34%-39.1pp | 220.34%-215.1pp |
| Employer contribution / active EE | $3,591 | $6,591-45.5% | $6,227-42.3% | $4,156-13.6% |
| Participant deferral / active EE | $10,892 | $9,614+13.3% | $9,135+19.2% | $6,407+70.0% |
| Admin fee / account holder | $2,878 | $17,308-83.4% | $16,298-82.3% | $12,270-76.5% |