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 | $122,380 | $142,430-14.1% | $115,170+6.3% | $152,885-20.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 1.44% | 41.48%-40.0pp | 35.60%-34.2pp | 345.39%-343.9pp |
| Employer contribution / active EE | $12,507 | $4,011+211.9% | $3,179+293.4% | $4,763+162.6% |
| Participant deferral / active EE | $7,957 | $5,165+54.1% | $4,169+90.9% | $5,851+36.0% |
| Admin fee / account holder | $1,824 | $8,464-78.5% | $7,089-74.3% | $11,598-84.3% |