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 | $233,536 | $129,737+80.0% | $119,126+96.0% | $154,746+50.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.83% | 379.08%-371.2pp | 282.11%-274.3pp | 172.34%-164.5pp |
| Employer contribution / active EE | $2,842 | $4,375-35.0% | $4,034-29.5% | $4,379-35.1% |
| Participant deferral / active EE | $9,383 | $5,842+60.6% | $5,318+76.4% | $6,730+39.4% |
| Admin fee / account holder | $5,909 | $11,961-50.6% | $10,693-44.7% | $14,365-58.9% |