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 | $53,108 | $125,190-57.6% | $105,624-49.7% | $145,897-63.6% |
| Participation rate | 76.5% | 77.6%-1.2pp | 75.3%+1.2pp | 80.3%-3.8pp |
| Annual return | 7.99% | 225.22%-217.2pp | 116.20%-108.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,539 | $3,720-31.8% | $3,168-19.8% | $4,663-45.5% |
| Participant deferral / active EE | $10,651 | $5,716+86.4% | $5,013+112.5% | $6,689+59.2% |
| Admin fee / account holder | $2,904 | $17,138-83.1% | $10,961-73.5% | $13,390-78.3% |