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 | $122,727 | $102,429+19.8% | $147,096-16.6% | $80,925+51.7% |
| Participation rate | 74.3% | 75.9%-1.6pp | 82.2%-7.9pp | 67.7%+6.6pp |
| Annual return | 7.90% | 135.02%-127.1pp | 419.75%-411.8pp | 35.65%-27.7pp |
| Employer contribution / active EE | $2,450 | $3,716-34.1% | $4,936-50.4% | $2,756-11.1% |
| Participant deferral / active EE | $8,636 | $6,649+29.9% | $8,071+7.0% | $4,299+100.9% |
| Admin fee / account holder | $4,593 | $7,957-42.3% | $13,005-64.7% | $6,940-33.8% |