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 | $62,320 | $68,394-8.9% | $94,672-34.2% | $75,177-17.1% |
| Participation rate | 70.0% | 76.1%-6.1pp | 80.8%-10.8pp | 67.2%+2.8pp |
| Annual return | 9.42% | 616.92%-607.5pp | 156.89%-147.5pp | 160.75%-151.3pp |
| Employer contribution / active EE | $2,438 | $2,701-9.7% | $3,673-33.6% | $2,671-8.7% |
| Participant deferral / active EE | $4,465 | $6,536-31.7% | $7,417-39.8% | $4,126+8.2% |
| Admin fee / account holder | $3,482 | $5,326-34.6% | $7,222-51.8% | $5,651-38.4% |