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 | $64,709 | $124,314-47.9% | $109,163-40.7% | $167,518-61.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.41% | 26.04%-17.6pp | 25.75%-17.3pp | 478.71%-470.3pp |
| Employer contribution / active EE | $7,479 | $4,209+77.7% | $3,723+100.9% | $4,838+54.6% |
| Participant deferral / active EE | $6,123 | $5,256+16.5% | $4,654+31.6% | $6,342-3.4% |
| Admin fee / account holder | $7,824 | $7,973-1.9% | $6,754+15.8% | $12,312-36.5% |