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 | $36,814 | $108,911-66.2% | $100,392-63.3% | $145,884-74.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.22% | 58.23%-50.0pp | 49.45%-41.2pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,135 | $4,420-51.7% | $3,941-45.8% | $4,662-54.2% |
| Participant deferral / active EE | $2,495 | $8,459-70.5% | $8,090-69.2% | $6,690-62.7% |
| Admin fee / account holder | $4,160 | $9,698-57.1% | $7,904-47.4% | $13,392-68.9% |