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 | $130,035 | $88,672+46.6% | $105,223+23.6% | $82,448+57.7% |
| Participation rate | 82.8% | 67.9%+14.8pp | 75.0%+7.7pp | 68.1%+14.7pp |
| Annual return | 10.78% | 30.86%-20.1pp | 180.65%-169.9pp | 41.64%-30.9pp |
| Employer contribution / active EE | $3,352 | $3,048+10.0% | $3,689-9.1% | $2,551+31.4% |
| Participant deferral / active EE | $6,739 | $4,036+67.0% | $5,072+32.9% | $4,139+62.8% |
| Admin fee / account holder | $3,716 | $7,146-48.0% | $8,859-58.1% | $7,234-48.6% |