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 | $183,627-52.5% | $155,602-44.0% | $145,978-40.3% |
| Participation rate | 93.3% | 82.7%+10.6pp | 78.2%+15.1pp | 80.3%+13.0pp |
| Annual return | 7.00% | 61.32%-54.3pp | 64.81%-57.8pp | 550.52%-543.5pp |
| Employer contribution / active EE | $7,744 | $5,316+45.7% | $4,675+65.6% | $4,662+66.1% |
| Participant deferral / active EE | $6,735 | $6,466+4.2% | $5,629+19.6% | $6,690+0.7% |
| Admin fee / account holder | $782 | $19,327-96.0% | $15,923-95.1% | $13,400-94.2% |