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 | $133,212 | $156,398-14.8% | $147,318-9.6% | $138,895-4.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.01% | 78.75%-75.7pp | 70.43%-67.4pp | 145.39%-142.4pp |
| Employer contribution / active EE | $2,735 | $4,853-43.7% | $4,593-40.5% | $4,194-34.8% |
| Participant deferral / active EE | $4,645 | $8,237-43.6% | $7,906-41.3% | $6,396-27.4% |
| Admin fee / account holder | $623 | $14,976-95.8% | $13,708-95.5% | $12,562-95.0% |