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 | $214,051 | $124,351+72.1% | $109,188+96.0% | $167,553+27.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 8.68% | 26.04%-17.4pp | 25.76%-17.1pp | 478.89%-470.2pp |
| Employer contribution / active EE | $4,269 | $4,210+1.4% | $3,723+14.7% | $4,840-11.8% |
| Participant deferral / active EE | $14,096 | $5,257+168.1% | $4,654+202.9% | $6,343+122.2% |
| Admin fee / account holder | $733 | $7,975-90.8% | $6,755-89.1% | $12,316-94.0% |