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 | $100,255 | $51,638+94.2% | $68,368+46.6% | $82,448+21.6% |
| Participation rate | 92.3% | 63.6%+28.7pp | 73.8%+18.6pp | 68.1%+24.2pp |
| Annual return | 12.52% | 37.53%-25.0pp | 292.57%-280.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $985 | $2,047-51.9% | $2,649-62.8% | $2,551-61.4% |
| Participant deferral / active EE | $6,133 | $2,914+110.5% | $4,123+48.7% | $4,139+48.2% |
| Admin fee / account holder | $975 | $4,643-79.0% | $5,150-81.1% | $7,234-86.5% |