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 | $138,830 | $52,279+165.6% | $89,414+55.3% | $79,852+73.9% |
| Participation rate | 78.7% | 57.5%+21.2pp | 68.0%+10.7pp | 69.6%+9.1pp |
| Annual return | 9.79% | 22.16%-12.4pp | 245.50%-235.7pp | 31.72%-21.9pp |
| Employer contribution / active EE | $6,086 | $1,572+287.2% | $2,586+135.3% | $2,471+146.3% |
| Participant deferral / active EE | $14,764 | $2,740+438.8% | $3,890+279.6% | $3,740+294.7% |
| Admin fee / account holder | $2,501 | $3,356-25.5% | $4,883-48.8% | $5,306-52.9% |