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 | $98,281 | $124,351-21.0% | $109,188-10.0% | $167,553-41.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.19% | 26.04%-17.9pp | 25.76%-17.6pp | 478.89%-470.7pp |
| Employer contribution / active EE | $14,286 | $4,210+239.4% | $3,723+283.7% | $4,840+195.2% |
| Participant deferral / active EE | $2,011 | $5,257-61.7% | $4,654-56.8% | $6,343-68.3% |
| Admin fee / account holder | $21,204 | $7,975+165.9% | $6,755+213.9% | $12,316+72.2% |