Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,757 | $154,228-83.9% | $145,433-83.0% | $137,256-82.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.84% | 74.59%-62.7pp | 66.58%-54.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $3,181 | $4,804-33.8% | $4,554-30.2% | $4,156-23.5% |
| Participant deferral / active EE | $7,517 | $8,216-8.5% | $7,897-4.8% | $6,407+17.3% |
| Admin fee / account holder | $10,820 | $14,344-24.6% | $13,129-17.6% | $12,270-11.8% |