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 | $103,229 | $56,431+82.9% | $130,788-21.1% | $87,485+18.0% |
| Participation rate | 96.2% | 58.9%+37.2pp | 70.1%+26.1pp | 68.9%+27.2pp |
| Annual return | 9.82% | 91.27%-81.4pp | 386.44%-376.6pp | 26.06%-16.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,132 | $2,749+86.7% | $4,137+24.0% | $4,274+20.1% |
| Admin fee / account holder | $12,603 | $4,433+184.3% | $6,673+88.9% | $7,775+62.1% |