Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $153,929 | $162,136-5.1% | $152,301+1.1% | $154,746-0.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.76% | 91.02%-81.3pp | 80.50%-70.7pp | 172.34%-162.6pp |
| Employer contribution / active EE | $5,557 | $4,890+13.6% | $4,624+20.2% | $4,379+26.9% |
| Participant deferral / active EE | $19,314 | $8,341+131.6% | $8,004+141.3% | $6,730+187.0% |
| Admin fee / account holder | $191,133 | $15,759+1112.8% | $14,398+1227.5% | $14,365+1230.5% |