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 | $40,761 | $198,457-79.5% | $170,435-76.1% | $147,586-72.4% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 0.62% | 257.30%-256.7pp | 205.94%-205.3pp | 578.59%-578.0pp |
| Employer contribution / active EE | $1,730 | $6,183-72.0% | $5,432-68.2% | $4,876-64.5% |
| Participant deferral / active EE | $7,897 | $5,629+40.3% | $4,939+59.9% | $5,439+45.2% |
| Admin fee / account holder | $4,460 | $16,852-73.5% | $13,881-67.9% | $10,886-59.0% |