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 | $138,101 | $197,603-30.1% | $177,827-22.3% | $158,950-13.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 5.17% | 58.76%-53.6pp | 48.32%-43.1pp | 302.91%-297.7pp |
| Employer contribution / active EE | $17,588 | $6,698+162.6% | $5,918+197.2% | $4,762+269.3% |
| Participant deferral / active EE | $17,588 | $8,404+109.3% | $7,713+128.0% | $5,983+194.0% |
| Admin fee / account holder | $363 | $15,402-97.6% | $12,429-97.1% | $11,248-96.8% |