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 | $63,721 | $72,071-11.6% | $68,368-6.8% | $137,256-53.6% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.0%-7.2pp |
| Annual return | 9.58% | 353.14%-343.6pp | 292.57%-283.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $4,815 | $2,788+72.7% | $2,649+81.8% | $4,156+15.9% |
| Participant deferral / active EE | $3,734 | $4,410-15.3% | $4,123-9.4% | $6,407-41.7% |
| Admin fee / account holder | $1,258 | $5,336-76.4% | $5,150-75.6% | $12,270-89.7% |