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 | $169,229 | $198,457-14.7% | $170,435-0.7% | $147,586+14.7% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 4.70% | 257.30%-252.6pp | 205.94%-201.2pp | 578.59%-573.9pp |
| Employer contribution / active EE | $4,210 | $6,183-31.9% | $5,432-22.5% | $4,876-13.7% |
| Participant deferral / active EE | $5,421 | $5,629-3.7% | $4,939+9.7% | $5,439-0.3% |
| Admin fee / account holder | $1,412 | $16,852-91.6% | $13,881-89.8% | $10,886-87.0% |