Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $180,126 | $99,053+81.8% | $88,179+104.3% | $138,895+29.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 7.18% | 78.17%-71.0pp | 64.97%-57.8pp | 145.39%-138.2pp |
| Employer contribution / active EE | $1,197 | $2,882-58.5% | $2,549-53.0% | $4,194-71.5% |
| Participant deferral / active EE | $3,700 | $5,225-29.2% | $4,614-19.8% | $6,396-42.2% |
| Admin fee / account holder | $2,846 | $8,748-67.5% | $7,673-62.9% | $12,562-77.3% |