Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $172,756 | $154,228+12.0% | $145,433+18.8% | $137,256+25.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.32% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $18,077 | $4,804+276.3% | $4,554+296.9% | $4,156+335.0% |
| Participant deferral / active EE | $31,896 | $8,216+288.2% | $7,897+303.9% | $6,407+397.8% |
| Admin fee / account holder | $16,746 | $14,344+16.7% | $13,129+27.5% | $12,270+36.5% |