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 | $53,242 | $52,353+1.7% | $120,225-55.7% | $82,448-35.4% |
| Participation rate | 87.1% | 58.3%+28.8pp | 69.6%+17.5pp | 68.1%+19.0pp |
| Annual return | 10.81% | 61.85%-51.0pp | 439.23%-428.4pp | 41.64%-30.8pp |
| Employer contribution / active EE | $1,808 | $1,510+19.7% | $3,475-48.0% | $2,551-29.1% |
| Participant deferral / active EE | $2,274 | $2,627-13.4% | $3,999-43.1% | $4,139-45.1% |
| Admin fee / account holder | $10,430 | $4,363+139.1% | $5,696+83.1% | $7,234+44.2% |