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 | $192,439 | $124,330+54.8% | $109,173+76.3% | $167,536+14.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.73% | 26.04%-21.3pp | 25.75%-21.0pp | 478.82%-474.1pp |
| Employer contribution / active EE | $20,349 | $4,209+383.4% | $3,723+446.6% | $4,839+320.5% |
| Participant deferral / active EE | $8,762 | $5,256+66.7% | $4,654+88.3% | $6,342+38.1% |
| Admin fee / account holder | $1,777 | $7,974-77.7% | $6,755-73.7% | $12,315-85.6% |