Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $127,655 | $148,629-14.1% | $135,982-6.1% | $139,487-8.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.05% | 79.33%-69.3pp | 68.32%-58.3pp | 373.84%-363.8pp |
| Employer contribution / active EE | $32,559 | $5,247+520.6% | $4,859+570.1% | $4,755+584.8% |
| Participant deferral / active EE | $30,000 | $8,102+270.3% | $7,760+286.6% | $6,713+346.9% |
| Admin fee / account holder | $1,040 | $12,406-91.6% | $10,767-90.3% | $11,407-90.9% |