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 | $169,852 | $185,312-8.3% | $161,489+5.2% | $154,746+9.8% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 6.92% | 103.84%-96.9pp | 89.72%-82.8pp | 172.34%-165.4pp |
| Employer contribution / active EE | $7,562 | $4,769+58.6% | $4,268+77.2% | $4,379+72.7% |
| Participant deferral / active EE | $2,950 | $6,350-53.5% | $5,630-47.6% | $6,730-56.2% |
| Admin fee / account holder | $1,563 | $18,654-91.6% | $16,006-90.2% | $14,365-89.1% |