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 | $131,873 | $93,345+41.3% | $119,126+10.7% | $87,485+50.7% |
| Participation rate | 96.2% | 68.7%+27.4pp | 75.8%+20.4pp | 68.9%+27.2pp |
| Annual return | 11.18% | 19.08%-7.9pp | 282.11%-270.9pp | 26.06%-14.9pp |
| Employer contribution / active EE | $8,706 | $3,172+174.5% | $4,034+115.8% | $2,596+235.3% |
| Participant deferral / active EE | $4,206 | $4,099+2.6% | $5,318-20.9% | $4,274-1.6% |
| Admin fee / account holder | $12,526 | $8,039+55.8% | $10,693+17.1% | $7,775+61.1% |