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 | $123,302 | $85,766+43.8% | $136,298-9.5% | $70,126+75.8% |
| Participation rate | 92.7% | 74.2%+18.5pp | 81.9%+10.8pp | 69.5%+23.1pp |
| Annual return | 7.13% | 31.46%-24.3pp | 5156.27%-5149.1pp | 73.15%-66.0pp |
| Employer contribution / active EE | $7,788 | $2,966+162.6% | $4,696+65.9% | $2,343+232.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,487 | $5,421-54.1% | $9,244-73.1% | $4,645-46.5% |