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 | $163,761 | $183,539-10.8% | $155,556+5.3% | $145,897+12.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.18% | 61.31%-53.1pp | 64.84%-56.7pp | 552.29%-544.1pp |
| Employer contribution / active EE | $7,421 | $5,315+39.6% | $4,675+58.7% | $4,663+59.1% |
| Participant deferral / active EE | $5,714 | $6,467-11.6% | $5,631+1.5% | $6,689-14.6% |
| Admin fee / account holder | $10,675 | $19,275-44.6% | $15,885-32.8% | $13,390-20.3% |