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 | $227,855 | $89,367+155.0% | $141,191+61.4% | $72,975+212.2% |
| Participation rate | 85.2% | 75.1%+10.1pp | 82.5%+2.7pp | 69.5%+15.7pp |
| Annual return | 17.80% | 111.87%-94.1pp | 71.41%-53.6pp | 81.01%-63.2pp |
| Employer contribution / active EE | $4,963 | $3,115+59.3% | $4,736+4.8% | $2,440+103.4% |
| Participant deferral / active EE | $10,328 | $5,419+90.6% | $6,710+53.9% | $3,608+186.3% |
| Admin fee / account holder | $11,194 | $5,957+87.9% | $10,264+9.1% | $5,124+118.5% |