Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $89,208 | $217,427-59.0% | $185,837-52.0% | $167,518-46.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.92% | 148.39%-146.5pp | 122.08%-120.2pp | 478.71%-476.8pp |
| Employer contribution / active EE | $12,918 | $5,874+119.9% | $5,168+149.9% | $4,838+167.0% |
| Participant deferral / active EE | $10,663 | $6,357+67.7% | $5,568+91.5% | $6,342+68.1% |
| Admin fee / account holder | $9,217 | $19,816-53.5% | $16,241-43.3% | $12,312-25.1% |