Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $87,140 | $183,539-52.5% | $155,556-44.0% | $145,897-40.3% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 7.00% | 61.31%-54.3pp | 64.84%-57.8pp | 552.29%-545.3pp |
| Employer contribution / active EE | $7,744 | $5,315+45.7% | $4,675+65.6% | $4,663+66.1% |
| Participant deferral / active EE | $6,735 | $6,467+4.1% | $5,631+19.6% | $6,689+0.7% |
| Admin fee / account holder | $782 | $19,275-95.9% | $15,885-95.1% | $13,390-94.2% |