Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,100 | $111,535-58.7% | $105,223-56.2% | $137,256-66.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 3.67% | 237.85%-234.2pp | 180.65%-177.0pp | 220.34%-216.7pp |
| Employer contribution / active EE | $2,359 | $3,939-40.1% | $3,689-36.0% | $4,156-43.2% |
| Participant deferral / active EE | $13,638 | $5,500+148.0% | $5,072+168.9% | $6,407+112.9% |
| Admin fee / account holder | $1,887 | $9,721-80.6% | $8,859-78.7% | $12,270-84.6% |