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 | $83,609 | $132,099-36.7% | $115,599-27.7% | $138,895-39.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.3%+14.6pp | 79.9%+9.0pp |
| Annual return | 7.50% | 176.76%-169.3pp | 111.10%-103.6pp | 145.39%-137.9pp |
| Employer contribution / active EE | $1,881 | $3,416-44.9% | $2,955-36.3% | $4,194-55.1% |
| Participant deferral / active EE | $3,157 | $5,617-43.8% | $4,889-35.4% | $6,396-50.6% |
| Admin fee / account holder | $8,529 | $15,650-45.5% | $12,841-33.6% | $12,562-32.1% |