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 | $53,180 | $201,372-73.6% | $184,260-71.1% | $145,884-63.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.33% | 29.04%-20.7pp | 28.84%-20.5pp | 551.85%-543.5pp |
| Employer contribution / active EE | $6,437 | $7,024-8.3% | $6,427+0.2% | $4,662+38.1% |
| Participant deferral / active EE | $10,272 | $9,808+4.7% | $9,133+12.5% | $6,690+53.5% |
| Admin fee / account holder | $6,795 | $16,362-58.5% | $13,898-51.1% | $13,392-49.3% |