Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $51,719 | $51,638+0.2% | $68,368-24.4% | $82,448-37.3% |
| Participation rate | 86.7% | 63.6%+23.1pp | 73.8%+12.9pp | 68.1%+18.6pp |
| Annual return | 11.54% | 37.53%-26.0pp | 292.57%-281.0pp | 41.64%-30.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,339 | $2,914+14.6% | $4,123-19.0% | $4,139-19.3% |
| Admin fee / account holder | $848 | $4,643-81.7% | $5,150-83.5% | $7,234-88.3% |