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 | $50,411 | $53,127-5.1% | $86,597-41.8% | $70,131-28.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 10.07% | 27.66%-17.6pp | 964.96%-954.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $971 | $2,068-53.0% | $2,840-65.8% | $2,342-58.5% |
| Participant deferral / active EE | $1,418 | $2,696-47.4% | $3,609-60.7% | $3,332-57.5% |
| Admin fee / account holder | $17,006 | $3,585+374.3% | $4,906+246.7% | $4,645+266.1% |