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 | $62,320 | $68,346-8.8% | $94,659-34.2% | $75,173-17.1% |
| Participation rate | 70.0% | 76.1%-6.1pp | 80.8%-10.8pp | 67.2%+2.8pp |
| Annual return | 9.42% | 616.93%-607.5pp | 156.75%-147.3pp | 160.65%-151.2pp |
| Employer contribution / active EE | $2,438 | $2,701-9.7% | $3,673-33.6% | $2,670-8.7% |
| Participant deferral / active EE | $4,465 | $6,537-31.7% | $7,419-39.8% | $4,126+8.2% |
| Admin fee / account holder | $3,482 | $5,326-34.6% | $7,232-51.9% | $5,651-38.4% |