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 | $59,515 | $105,856-43.8% | $90,161-34.0% | $147,586-59.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 8.34% | 37.63%-29.3pp | 34.89%-26.5pp | 578.59%-570.3pp |
| Employer contribution / active EE | $6,133 | $4,126+48.6% | $3,318+84.8% | $4,876+25.8% |
| Participant deferral / active EE | $17,188 | $5,733+199.8% | $5,287+225.1% | $5,439+216.0% |
| Admin fee / account holder | $12,244 | $8,046+52.2% | $5,943+106.0% | $10,886+12.5% |