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 | $86,914 | $108,882-20.2% | $96,754-10.2% | $154,746-43.8% |
| Participation rate | 87.5% | 75.1%+12.4pp | 70.3%+17.2pp | 80.7%+6.8pp |
| Annual return | 8.83% | 98.39%-89.6pp | 82.04%-73.2pp | 172.34%-163.5pp |
| Employer contribution / active EE | $2,724 | $3,018-9.7% | $2,679+1.7% | $4,379-37.8% |
| Participant deferral / active EE | $9,856 | $5,323+85.2% | $4,758+107.2% | $6,730+46.4% |
| Admin fee / account holder | $89,053 | $10,200+773.0% | $8,905+900.1% | $14,365+519.9% |