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 | $226,121 | $127,387+77.5% | $115,038+96.6% | $125,389+80.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.82% | 31.28%-35.1pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $14,233 | $5,166+175.5% | $4,608+208.9% | $4,866+192.5% |
| Participant deferral / active EE | $15,519 | $6,423+141.6% | $6,026+157.5% | $5,352+190.0% |
| Admin fee / account holder | $2,511 | $9,516-73.6% | $8,175-69.3% | $9,541-73.7% |