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 | $125,883 | $91,525+37.5% | $130,026-3.2% | $75,181+67.4% |
| Participation rate | 80.0% | 71.4%+8.6pp | 78.5%+1.5pp | 67.2%+12.8pp |
| Annual return | 12.52% | -631.40%+643.9pp | -137.26%+149.8pp | 160.69%-148.2pp |
| Employer contribution / active EE | $4,000 | $2,844+40.6% | $4,321-7.4% | $2,671+49.8% |
| Participant deferral / active EE | $2,223 | $4,342-48.8% | $5,821-61.8% | $4,126-46.1% |
| Admin fee / account holder | $3,478 | $6,778-48.7% | $10,608-67.2% | $5,650-38.4% |