Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $183,040 | $102,382+78.8% | $147,005+24.5% | $80,874+126.3% |
| Participation rate | 86.7% | 75.8%+10.8pp | 82.2%+4.5pp | 67.6%+19.0pp |
| Annual return | 9.26% | 134.89%-125.6pp | 418.76%-409.5pp | 35.62%-26.4pp |
| Employer contribution / active EE | $3,821 | $3,715+2.9% | $4,934-22.6% | $2,756+38.7% |
| Participant deferral / active EE | $7,582 | $6,646+14.1% | $8,070-6.0% | $4,297+76.5% |
| Admin fee / account holder | $8,522 | $7,942+7.3% | $13,006-34.5% | $6,935+22.9% |