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 | $137,560 | $217,432-36.7% | $185,851-26.0% | $167,553-17.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.60% | 148.43%-140.8pp | 122.11%-114.5pp | 478.89%-471.3pp |
| Employer contribution / active EE | $10,903 | $5,874+85.6% | $5,168+111.0% | $4,840+125.3% |
| Participant deferral / active EE | $6,989 | $6,357+9.9% | $5,569+25.5% | $6,343+10.2% |
| Admin fee / account holder | $2,374 | $19,820-88.0% | $16,245-85.4% | $12,316-80.7% |