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 | $59,637 | $88,702-32.8% | $81,780-27.1% | $145,978-59.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.41% | 1029.12%-1020.7pp | 776.27%-767.9pp | 550.52%-542.1pp |
| Employer contribution / active EE | $5,408 | $3,084+75.3% | $2,914+85.6% | $4,662+16.0% |
| Participant deferral / active EE | $4,110 | $4,645-11.5% | $4,321-4.9% | $6,690-38.6% |
| Admin fee / account holder | $2,353 | $8,414-72.0% | $7,384-68.1% | $13,400-82.4% |