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 | $76,577 | $89,370-14.3% | $141,197-45.8% | $72,976+4.9% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 18.65% | 111.88%-93.2pp | 71.41%-52.8pp | 81.02%-62.4pp |
| Employer contribution / active EE | $2,766 | $3,115-11.2% | $4,736-41.6% | $2,440+13.4% |
| Participant deferral / active EE | $5,768 | $5,419+6.4% | $6,710-14.0% | $3,608+59.9% |
| Admin fee / account holder | $2,049 | $5,957-65.6% | $10,265-80.0% | $5,124-60.0% |