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 | $185,283 | $156,398+18.5% | $147,318+25.8% | $138,895+33.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 9.14% | 78.75%-69.6pp | 70.43%-61.3pp | 145.39%-136.3pp |
| Employer contribution / active EE | $2,274 | $4,853-53.1% | $4,593-50.5% | $4,194-45.8% |
| Participant deferral / active EE | $6,017 | $8,237-27.0% | $7,906-23.9% | $6,396-5.9% |
| Admin fee / account holder | $7,971 | $14,976-46.8% | $13,708-41.9% | $12,562-36.5% |