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 | $83,691 | $110,093-24.0% | $97,295-14.0% | $145,897-42.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 4.77% | 244.76%-240.0pp | 75.62%-70.8pp | 552.29%-547.5pp |
| Employer contribution / active EE | $2,292 | $3,077-25.5% | $2,723-15.8% | $4,663-50.8% |
| Participant deferral / active EE | $5,480 | $4,678+17.1% | $4,264+28.5% | $6,689-18.1% |
| Admin fee / account holder | $2,895 | $6,212-53.4% | $5,646-48.7% | $13,390-78.4% |