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 | $81,369 | $63,703+27.7% | $93,063-12.6% | $82,448-1.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 12.51% | -775.43%+787.9pp | 34.15%-21.6pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,269 | $1,729+31.3% | $2,476-8.4% | $2,551-11.0% |
| Participant deferral / active EE | $2,924 | $2,919+0.1% | $3,958-26.1% | $4,139-29.4% |
| Admin fee / account holder | $27,791 | $5,982+364.6% | $6,033+360.6% | $7,234+284.2% |