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 | $49,511 | $72,071-31.3% | $68,368-27.6% | $137,256-63.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 13.04% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,988 | $2,788-28.7% | $2,649-25.0% | $4,156-52.2% |
| Participant deferral / active EE | $2,002 | $4,410-54.6% | $4,123-51.4% | $6,407-68.8% |
| Admin fee / account holder | $326 | $5,336-93.9% | $5,150-93.7% | $12,270-97.3% |