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 | $21,960 | $148,582-85.2% | $135,942-83.8% | $139,456-84.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.64% | 79.26%-72.6pp | 68.28%-61.6pp | 373.45%-366.8pp |
| Employer contribution / active EE | $3,117 | $5,245-40.6% | $4,858-35.8% | $4,753-34.4% |
| Participant deferral / active EE | $5,455 | $8,101-32.7% | $7,759-29.7% | $6,711-18.7% |
| Admin fee / account holder | $605 | $12,402-95.1% | $10,764-94.4% | $11,407-94.7% |