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 | $116,236 | $49,199+136.3% | $121,210-4.1% | $75,177+54.6% |
| Participation rate | 76.7% | 55.4%+21.3pp | 69.5%+7.2pp | 67.2%+9.5pp |
| Annual return | 13.57% | 56.04%-42.5pp | 987.41%-973.8pp | 160.75%-147.2pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $8,931 | $2,630+239.6% | $4,084+118.7% | $4,126+116.4% |
| Admin fee / account holder | $678 | $3,946-82.8% | $5,647-88.0% | $5,651-88.0% |