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 | $72,261 | $156,398-53.8% | $147,318-50.9% | $138,895-48.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 0.51% | 78.75%-78.2pp | 70.43%-69.9pp | 145.39%-144.9pp |
| Employer contribution / active EE | $4,320 | $4,853-11.0% | $4,593-5.9% | $4,194+3.0% |
| Participant deferral / active EE | $7,560 | $8,237-8.2% | $7,906-4.4% | $6,396+18.2% |
| Admin fee / account holder | $516 | $14,976-96.6% | $13,708-96.2% | $12,562-95.9% |