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 | $133,632 | $98,760+35.3% | $149,715-10.7% | $79,858+67.3% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.5%-5.6pp | 69.6%+7.3pp |
| Annual return | 0.06% | 27.43%-27.4pp | 276.66%-276.6pp | 31.72%-31.7pp |
| Employer contribution / active EE | $2,809 | $3,217-12.7% | $4,645-39.5% | $2,471+13.7% |
| Participant deferral / active EE | $7,276 | $5,681+28.1% | $6,842+6.3% | $3,740+94.5% |
| Admin fee / account holder | $2,608 | $6,053-56.9% | $9,310-72.0% | $5,306-50.8% |