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 | $182,001 | $154,228+18.0% | $145,433+25.1% | $137,256+32.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 10.41% | 74.59%-64.2pp | 66.58%-56.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,456 | $4,804-48.9% | $4,554-46.1% | $4,156-40.9% |
| Participant deferral / active EE | $3,778 | $8,216-54.0% | $7,897-52.2% | $6,407-41.0% |
| Admin fee / account holder | $2,641 | $14,344-81.6% | $13,129-79.9% | $12,270-78.5% |