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 | $221,515 | $183,627+20.6% | $155,602+42.4% | $145,978+51.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.23% | 61.32%-55.1pp | 64.81%-58.6pp | 550.52%-544.3pp |
| Employer contribution / active EE | $2,673 | $5,316-49.7% | $4,675-42.8% | $4,662-42.7% |
| Participant deferral / active EE | $17,973 | $6,466+178.0% | $5,629+219.3% | $6,690+168.7% |
| Admin fee / account holder | $2,097 | $19,327-89.2% | $15,923-86.8% | $13,400-84.4% |