Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,186 | $111,535-71.1% | $105,223-69.4% | $137,256-76.6% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 1.28% | 237.85%-236.6pp | 180.65%-179.4pp | 220.34%-219.1pp |
| Employer contribution / active EE | $1,179 | $3,939-70.1% | $3,689-68.0% | $4,156-71.6% |
| Participant deferral / active EE | $3,250 | $5,500-40.9% | $5,072-35.9% | $6,407-49.3% |
| Admin fee / account holder | $7,508 | $9,721-22.8% | $8,859-15.2% | $12,270-38.8% |