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 | $63,597 | $102,595-38.0% | $94,057-32.4% | $154,746-58.9% |
| Participation rate | 91.7% | 76.0%+15.7pp | 73.3%+18.3pp | 80.7%+11.0pp |
| Annual return | 5.77% | 583.42%-577.6pp | 480.62%-474.9pp | 172.34%-166.6pp |
| Employer contribution / active EE | $11,922 | $3,147+278.8% | $2,933+306.5% | $4,379+172.2% |
| Participant deferral / active EE | $3,324 | $5,118-35.0% | $4,709-29.4% | $6,730-50.6% |
| Admin fee / account holder | $7,017 | $7,736-9.3% | $7,244-3.1% | $14,365-51.2% |