Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $90,373 | $154,228-41.4% | $145,433-37.9% | $137,256-34.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.65% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $7,450 | $4,804+55.1% | $4,554+63.6% | $4,156+79.3% |
| Participant deferral / active EE | $16,485 | $8,216+100.6% | $7,897+108.7% | $6,407+157.3% |
| Admin fee / account holder | $30,478 | $14,344+112.5% | $13,129+132.1% | $12,270+148.4% |