Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,829 | $160,028-74.5% | $147,080-72.2% | $145,884-72.0% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.42% | 98.60%-89.2pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $2,363 | $5,286-55.3% | $4,933-52.1% | $4,662-49.3% |
| Participant deferral / active EE | $6,307 | $8,422-25.1% | $8,066-21.8% | $6,690-5.7% |
| Admin fee / account holder | $6,758 | $15,030-55.0% | $12,989-48.0% | $13,392-49.5% |