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 | $63,812 | $72,071-11.5% | $68,368-6.7% | $137,256-53.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.16% | 353.14%-341.0pp | 292.57%-280.4pp | 220.34%-208.2pp |
| Employer contribution / active EE | $4,178 | $2,788+49.9% | $2,649+57.7% | $4,156+0.5% |
| Participant deferral / active EE | $6,469 | $4,410+46.7% | $4,123+56.9% | $6,407+1.0% |
| Admin fee / account holder | $923 | $5,336-82.7% | $5,150-82.1% | $12,270-92.5% |