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 | $111,017 | $162,136-31.5% | $152,301-27.1% | $154,746-28.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 11.38% | 91.02%-79.6pp | 80.50%-69.1pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,475 | $4,890-69.8% | $4,624-68.1% | $4,379-66.3% |
| Participant deferral / active EE | $3,199 | $8,341-61.7% | $8,004-60.0% | $6,730-52.5% |
| Admin fee / account holder | $82,365 | $15,759+422.6% | $14,398+472.1% | $14,365+473.4% |